SigFig Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.54M	Sell	21,765 -521	-2%	-$82.4K	0.09%	61
2026 Q1	$3.15M	Buy	22,286 +126	+0.6%	+$18.6K	0.09%	67
2025 Q4	$3.3M	Sell	22,160 -2,414	-10%	-$357K	0.1%	72
2025 Q3	$3.57M	Buy	24,574 +6,235	+34%	+$873K	0.11%	69
2025 Q2	$2.46M	Buy	18,339 +2,480	+16%	+$310K	0.08%	79
2025 Q1	$1.92M	Buy	15,859 +1,613	+11%	+$208K	0.07%	83
2024 Q4	$1.84M	Sell	14,246 -149	-1%	-$19.3K	0.07%	82
2024 Q3	$1.81M	Buy	14,395 +338	+2%	+$41K	0.07%	82
2024 Q2	$1.68M	Sell	14,057 -2,504	-15%	-$288K	0.06%	81
2024 Q1	$1.9M	Sell	16,561 -15,420	-48%	-$1.69M	0.07%	82
2023 Q4	$3.36M	Buy	31,981 +3,018	+10%	+$296K	0.13%	62
2023 Q3	$2.72M	Sell	28,963 -19,642	-40%	-$1.92M	0.11%	69
2023 Q2	$4.68M	Sell	48,605 -2,638	-5%	-$244K	0.18%	56
2023 Q1	$4.63M	Sell	51,243 -74,073	-59%	-$6.55M	0.26%	49
2022 Q4	$16.3M	Sell	125,316 -17,538	-12%	-$1.5M	0.81%	22
2022 Q3	$16.2M	Buy	142,854 +6,744	+5%	+$597K	0.85%	22
2022 Q2	$15.3M	Sell	136,110 -2,592	-2%	-$237K	0.79%	22
2022 Q1	$13.7M	Buy	138,702 +19,971	+17%	+$2M	0.66%	21
2021 Q4	$12.5M	Buy	118,731 +20,892	+21%	+$2.19M	0.59%	24
2021 Q3	$9.63M	Buy	97,839 +26,348	+37%	+$2.67M	0.48%	27
2021 Q2	$7.04M	Buy	71,491 +15,232	+27%	+$1.46M	0.37%	28
2021 Q1	$5.11M	Buy	56,259 +14,418	+34%	+$1.28M	0.31%	30
2020 Q4	$3.6M	Buy	41,841 +19,430	+87%	+$1.58M	0.26%	33
2020 Q3	$1.7M	Buy	22,411 +8,640	+63%	+$651K	0.15%	41
2020 Q2	$964K	Buy	13,771 +10,173	+283%	+$670K	0.1%	42
2020 Q1	$207K	Buy	+3,598	New	+$245K	0.03%	53