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Forum Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Forum Financial 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
2025
Q1 		– Sell
-2,512
Closed -$324K – 883
2024
Q4 		$324K Buy
+2,512
New +$324K 0.01% 571