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

Davies Financial Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,602
Closed -$206K – 68
2024
Q4 		$206K Hold
1,602
– – 0.18% 63
2024
Q3 		$202K Buy
+1,602
New +$202K 0.18% 72