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Atlas Legacy Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atlas Legacy Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.58M Buy
48,636
+546
+1% +$73.9K 1.45% 17
2025
Q1 		$6.04M Sell
48,090
-1,800
-4% -$226K 1.53% 17
2024
Q4 		$6.43M Buy
+49,890
New +$6.43M 1.56% 19