Baron Silver Stevens Financial 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
$284K Buy
2025
Q2
$226K Buy
2022
Q4
Sell
2022
Q3
$2.75K Sell
2022
Q2
$318K Buy