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

BKM Wealth Management’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$277K	Hold
2025 Q2	$257K	Hold
2025 Q1	$232K	Sell
2024 Q4	$308K	Hold
2024 Q3	$301K	Hold
2024 Q2	$285K	Hold
2024 Q1	$275K	Hold
2023 Q4	$251K	Buy