Plante Moran Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-242	Closed	-$31.2K	–	846
2024 Q4	$31.2K	Buy	242 +108	+81%	+$14K	﹤0.01%	421
2024 Q3	$16.9K	Hold	134	–	–	﹤0.01%	548
2024 Q2	$16K	Hold	134	–	–	﹤0.01%	511
2024 Q1	$15.4K	Hold	134	–	–	﹤0.01%	540
2023 Q4	$14K	Buy	134 +99	+283%	+$9.7K	﹤0.01%	510
2023 Q3	$3.28K	Hold	35	–	–	﹤0.01%	633
2023 Q2	$3.4K	Hold	35	–	–	﹤0.01%	654
2023 Q1	$3.15K	Hold	35	–	–	﹤0.01%	677
2022 Q4	$2.94K	Buy	35 +1	+3%	+$85	﹤0.01%	714
2022 Q3	$3K	Sell	34 -386	-92%	-$34.2K	﹤0.01%	748
2022 Q2	$35K	Buy	420 +386	+1,135%	+$35.3K	0.01%	360
2022 Q1	$3K	Buy	34 +6	+21%	+$601	﹤0.01%	713
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	878
2021 Q3	$3K	Buy	28 +6	+27%	+$608	﹤0.01%	830
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	877
2021 Q1	$2K	Buy	+22	New	+$1.96K	﹤0.01%	906