Atticus Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atticus Wealth Management’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	$292K	Sell
2025 Q2	$318K	Buy
2025 Q1	$267K	Buy
2024 Q4	$274K	Hold
2024 Q3	$268K	Hold
2024 Q2	$254K	Sell
2024 Q1	$285K	Hold
2023 Q4	$260K	Hold
2023 Q3	$233K	Hold
2023 Q2	$242K	Buy