Oregon Pacific 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	$476K	Sell	3,515 -18	-0.5%	-$2.44K	0.45%	60
2025 Q1	$431K	Buy	3,533 +1,048	+42%	+$128K	0.43%	63
2024 Q4	$320K	Buy	+2,485	New	+$320K	0.31%	88