Ridgeline Wealth’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	$3.51M	Sell	25,924 -122	-0.5%	-$16.5K	2.86%	10
2025 Q1	$3.18M	Sell	26,046 -371	-1%	-$45.2K	2.7%	10
2024 Q4	$3.4M	Buy	+26,417	New	+$3.4M	2.77%	11