Rossby Financial’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
$526K Sell
3,886
-72,034
-95% -$9.75M 0.19% 100
2025
Q1
$9.11M Sell
75,920
-20,983
-22% -$2.52M 3.84% 2
2024
Q4
$12.5M Buy
+96,903
New +$12.5M 7.73% 1