Brewster Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brewster Financial Planning’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	$699K	Hold
2025 Q2	$650K	Sell
2025 Q1	$604K	Hold
2024 Q4	$638K	Sell
2024 Q3	$669K	Sell
2024 Q2	$644K	Hold
2024 Q1	$620K	Sell
2023 Q4	$571K	Sell
2023 Q3	$541K	Sell
2023 Q2	$579K	Buy