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

BerganKDV Wealth Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-514
Closed -$46.5K – 936
2023
Q1 		$46.5K Buy
+514
New +$46.5K ﹤0.01% 399