BW
ESGU icon

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

Balance Wealth’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 		$3.19M Sell
23,570
-569
-2% -$77K 1.87% 11
2025
Q1 		$2.94M Buy
+24,139
New +$2.94M 1.91% 13