SeaCrest Wealth Management’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
$279K Sell
2,059
-50
-2% -$6.77K 0.03% 476
2025
Q1
$257K Sell
2,109
-350
-14% -$42.7K 0.03% 540
2024
Q4
$317K Buy
+2,459
New +$317K 0.03% 475