Guardian Wealth Advisors (North Carolina)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$195K	Buy	1,444 +2	+0.1%	+$271	0.01%	331
2025 Q1	$176K	Sell	1,442 -1,223	-46%	-$149K	0.01%	319
2024 Q4	$343K	Buy	+2,665	New	+$343K	0.03%	233