Modern Wealth Management’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	$904K	Sell	6,682 -5,171	-44%	-$700K	0.02%	375
2025 Q1	$1.45M	Buy	11,853 +4,878	+70%	+$595K	0.05%	254
2024 Q4	$899K	Sell	6,975 -1,680	-19%	-$216K	0.03%	267
2024 Q3	$1.09M	Buy	8,655 +659	+8%	+$83.2K	0.07%	159
2024 Q2	$954K	Buy	+7,996	New	+$954K	0.07%	140