Veridan 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 Q1	$543K	Sell	4,453 -1,050	-19%	-$128K	0.25%	45
2024 Q4	$723K	Buy	+5,503	New	+$723K	0.34%	44
2024 Q2	$608K	Buy	+4,496	New	+$608K	0.24%	45