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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$619K Sell
2025
Q2
$601K Sell
2025
Q1
$573K Hold
2024
Q4
$596K Hold
2024
Q3
$567K Sell
2024
Q2
$3.26M Sell
2024
Q1
$3.57M Sell
2023
Q4
$3.81M Buy
2023
Q3
$3.26M Buy
2023
Q2
$3.31M Buy