Fort Point Capital Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$394K Hold
2025
Q2
$366K Sell
2025
Q1
$333K Hold
2024
Q4
$352K Hold
2024
Q3
$345K Hold
2024
Q2
$326K Hold
2024
Q1
$314K Sell
2023
Q4
$293K Buy
2023
Q3
$201K Hold
2023
Q2
$208K Buy