Stonebridge Financial Group’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	–	Sell	-625	Closed	-$76.2K	–	449
2025 Q1	$76.2K	Hold	625	–	–	0.01%	327
2024 Q4	$80.5K	Buy	+625	New	+$80.5K	0.01%	321