M3 Advisory Group’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	$229K	Hold	1,696	–	–	0.16%	123
2025 Q1	$207K	Hold	1,696	–	–	0.16%	132
2024 Q4	$218K	Buy	1,696 +1	+0.1%	+$129	0.16%	137
2024 Q3	$214K	Buy	1,695 +1	+0.1%	+$126	0.16%	137
2024 Q2	$202K	Buy	+1,694	New	+$202K	0.17%	128