Amplius Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Amplius Wealth Advisors’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 Q3	$303K	Buy
2025 Q2	$279K	Buy
2025 Q1	$231K	Hold
2024 Q4	$244K	Hold
2024 Q3	$239K	Sell
2024 Q2	$240K	Hold
2024 Q1	$231K	Buy
2023 Q4	$206K	Buy
2022 Q1	–	Sell
2021 Q4	$126K	Buy