ABLE Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$413K Hold
2025
Q2
$384K Sell
2025
Q1
$390K Hold
2024
Q4
$413K Hold
2024
Q3
$404K Hold
2024
Q2
$382K Sell
2024
Q1
$500K Buy
2023
Q4
$448K Sell
2023
Q3
$408K Sell
2023
Q2
$493K Buy
2023
Q1
$388K Buy