Annis Gardner Whiting Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Annis Gardner Whiting Capital 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	$2.58M	Hold
2025 Q2	$2.4M	Buy
2025 Q1	$2.13M	Sell
2024 Q4	$2.25M	Sell
2024 Q3	$2.21M	Buy
2024 Q2	$1.75M	Buy
2024 Q1	$1.68M	Buy
2023 Q4	$874K	Buy
2023 Q3	$783K	Buy