Sensible Financial Planning & 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	$2.49M	Buy	18,394 +6,680	+57%	+$904K	0.47%	23
2025 Q1	$1.43M	Buy	11,714 +99	+0.9%	+$12.1K	0.29%	27
2024 Q4	$1.5M	Buy	11,615 +2,845	+32%	+$366K	0.31%	26
2024 Q3	$1.11M	Buy	+8,770	New	+$1.11M	0.22%	29