Advisor OS’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Advisor OS’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$383K	Buy
2024 Q3	$328K	Buy
2024 Q2	$306K	Buy
2024 Q1	$269K	Buy
2023 Q4	$230K	Buy