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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$411K	Hold
2023 Q3	$368K	Hold
2023 Q2	$382K	Hold
2023 Q1	$354K	Sell
2022 Q4	$340K	Sell
2022 Q3	$353K	Sell
2022 Q2	$553K	Buy