Milestone Asset Management 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	$1.19M	Sell	8,773 -1,085	-11%	-$147K	0.88%	36
2025 Q1	$1.2M	Buy	9,858 +48	+0.5%	+$5.85K	1.09%	33
2024 Q4	$1.26M	Buy	+9,810	New	+$1.26M	1.13%	30