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

Fermata 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
-1,615
Closed -$208K – 293
2024
Q4 		$208K Hold
1,615
– – 0.04% 250
2024
Q3 		$204K Buy
+1,615
New +$204K 0.04% 237