Merkkuri 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	$318K	Sell	2,347 -3,032	-56%	-$410K	0.24%	69
2025 Q1	$656K	Sell	5,379 -1,512	-22%	-$184K	0.56%	42
2024 Q4	$888K	Sell	6,891 -3,002	-30%	-$387K	0.7%	38
2024 Q3	$1.25M	Sell	9,893 -4,405	-31%	-$556K	0.99%	34
2024 Q2	$1.71M	Buy	+14,298	New	+$1.71M	1.57%	16