Gen-Wealth 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
$568K Buy
2025
Q2
$384K Buy
2025
Q1
$343K Sell
2024
Q4
$1.43M Sell
2024
Q3
$1.44M Buy
2024
Q2
$1.31M Sell
2024
Q1
$3.02M Buy