AWM
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Accredited Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Accredited Wealth Management’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 		$117K Sell
865
-225
-21% -$30.4K 0.09% 91
2025
Q1 		$133K Hold
1,090
– – 0.11% 70
2024
Q4 		$140K Buy
+1,090
New +$140K 0.12% 80