NewEdge 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	$224K	Buy	+1,618	New	+$224K	﹤0.01%	904
2025 Q1	–	Sell	-1,618	Closed	-$208K	–	950
2024 Q4	$208K	Hold	1,618	–	–	﹤0.01%	876
2024 Q3	$204K	Buy	+1,618	New	+$204K	﹤0.01%	839