5W
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5T Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

5T Wealth’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$474K Sell
3,502
-2,294
-40% -$310K 0.23% 79
2025
Q1 		$707K Sell
5,796
-579
-9% -$70.6K 0.38% 63
2024
Q4 		$821K Buy
+6,375
New +$821K 0.45% 55