Richards, Merrill & Peterson’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	–	Sell	-190	Closed	-$23.2K	–	285
2025 Q1	$23.2K	Hold	190	–	–	0.01%	333
2024 Q4	$24.5K	Buy	+190	New	+$24.5K	0.01%	318