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

Dakota Wealth Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,952
Closed -$205K – 739
2023
Q4 		$205K Buy
+1,952
New +$205K 0.01% 606