Lifelong Wealth Advisors’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	$2.75M	Buy	20,303 +51	+0.3%	+$6.9K	0.91%	20
2025 Q1	$2.47M	Buy	20,252 +967	+5%	+$118K	1.16%	14
2024 Q4	$2.48M	Buy	+19,285	New	+$2.48M	1.12%	15