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Axis Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Axis Wealth Partners’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1M Buy
7,412
+839
+13% +$114K 0.66% 49
2025
Q1 		$801K Buy
6,573
+106
+2% +$12.9K 0.59% 51
2024
Q4 		$833K Buy
+6,467
New +$833K 0.7% 43