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Caliber Wealth Management (Kansas)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Caliber Wealth Management (Kansas)’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
Q2 		$1.72M Sell
12,716
-1,304
-9% -$176K 0.18% 111
2025
Q1 		$1.71M Buy
+14,020
New +$1.71M 0.23% 99