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

Clearstead Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$378K	Sell
2025 Q2	$362K	Buy
2025 Q1	$326K	Hold
2024 Q4	$344K	Buy
2024 Q3	$335K	Buy
2024 Q2	$317K	Buy
2022 Q4	–	Sell
2022 Q3	$50K	Buy