Avantax Planning Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Avantax Planning Partners’s Portfolio ESGU Stock Details ESGU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$329K	Sell
2025 Q2	$338K	Hold
2025 Q1	$305K	Hold
2024 Q4	$322K	Buy
2024 Q3	$315K	Sell
2024 Q2	$304K	Sell
2024 Q1	$298K	Buy