Twin Peaks Wealth Advisors’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	$158K	Buy	+1,122	New	+$158K	0.05%	178
2024 Q3	–	Sell	-1,750	Closed	-$209K	–	137
2024 Q2	$209K	Sell	1,750 -195	-10%	-$23.3K	0.1%	123
2024 Q1	$224K	Sell	1,945 -5,390	-73%	-$620K	0.12%	117
2023 Q4	$770K	Buy	+7,335	New	+$770K	0.49%	42