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Bright Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bright Financial Advisors’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
Q1 		– Sell
-2,131
Closed -$275K – 61
2024
Q4 		$275K Hold
2,131
– – 0.17% 46
2024
Q3 		$269K Hold
2,131
– – 0.17% 44
2024
Q2 		$254K Buy
+2,131
New +$254K 0.18% 42