GWM
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Grand Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Grand Wealth 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
Q2 		$13.4K Hold
99
– – 0.01% 59
2025
Q1 		$12.1K Hold
99
– – 0.01% 54
2024
Q4 		$12.8K Hold
99
– – 0.01% 53
2024
Q3 		$12.5K Buy
+99
New +$12.5K 0.01% 55