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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.5M Sell
2025
Q2
$6.58M Buy
2025
Q1
$6.04M Sell
2024
Q4
$6.43M Buy