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

Enzi Wealth’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
2025 Q3	–	Sell
2025 Q2	$219K	Buy
2023 Q2	–	Sell
2023 Q1	$221K	Hold
2022 Q4	$215K	Hold
2022 Q3	$215K	Buy