SoFi Wealth’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
$1.4M Buy
10,330
+4,195
+68% +$568K 0.09% 29
2025
Q1
$748K Buy
6,135
+5,303
+637% +$646K 0.06% 24
2024
Q4
$107K Buy
+832
New +$107K 0.01% 32