WealthGarden F.S.’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	$1.24M	Buy	8,981 +16	+0.2%	+$2.21K	1.03%	29
2025 Q1	$1.09M	Buy	8,965 +1,012	+13%	+$123K	1.05%	28
2024 Q4	$1.02M	Buy	7,953 +231	+3%	+$29.8K	0.96%	31
2024 Q3	$974K	Buy	7,722 +26	+0.3%	+$3.28K	0.95%	34
2024 Q2	$918K	Buy	+7,696	New	+$918K	0.97%	31