Maia Wealth’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
$5.44M Sell
40,239
-1,975
-5% -$267K 1.04% 20
2025
Q1
$4.95M Sell
42,214
-3,460
-8% -$406K 1.12% 19
2024
Q4
$6.02M Buy
45,674
+1,571
+4% +$207K 1.3% 17
2024
Q3
$5.6M Sell
44,103
-4,317
-9% -$549K 1.38% 14
2024
Q2
$5.96M Buy
+48,420
New +$5.96M 1.79% 10
2023
Q4
$11M Buy
+104,366
New +$11M 4.42% 2