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Cadia Private Client LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cadia Private Client LLC’s Portfolio ESGU Stock Details ESGU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Hold
2025
Q4 		$276K Buy