Palo Alto Wealth Advisors’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	$218K	Buy	1,612 +4	+0.2%	+$541	0.08%	52
2025 Q1	$206K	Buy	1,608 +4	+0.2%	+$514	0.08%	52
2024 Q4	$207K	Buy	1,604 +5	+0.3%	+$644	0.07%	50
2024 Q3	$205K	Buy	+1,599	New	+$205K	0.08%	50