Arax Advisory Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
2,353
-1,359
-37% -$184K 0.01% 515
2025
Q1
$453K Buy
3,712
+473
+15% +$57.7K 0.03% 333
2024
Q4
$417K Buy
+3,239
New +$417K 0.03% 335