Callan Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Callan Family Office’s Portfolio ESGU Stock Details ESGU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$290K	Buy
2025 Q2	$245K	Hold
2025 Q1	$221K	Buy
2024 Q4	$233K	Buy
2024 Q3	$227K	Buy
2024 Q2	$207K	Buy