Independent Advisor Alliance’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	$366K	Buy	+2,704	New	+$366K	0.01%	677
2025 Q1	–	Sell	-24,408	Closed	-$3.14M	–	949
2024 Q4	$3.14M	Buy	+24,408	New	+$3.14M	0.04%	388