One Wealth Capital 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	$816K	Buy	6,030 +201	+3%	+$27.2K	0.38%	44
2025 Q1	$711K	Sell	5,829 -9,796	-63%	-$1.19M	0.38%	46
2024 Q4	$2.01M	Buy	+15,625	New	+$2.01M	1.02%	19