Sagespring Wealth Partners’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	$3.82M	Buy	28,267 +659	+2%	+$89.2K	0.08%	123
2025 Q1	$3.37M	Buy	27,608 +1,618	+6%	+$197K	0.08%	116
2024 Q4	$3.35M	Buy	+25,990	New	+$3.35M	0.09%	104