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Grey Fox Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Grey Fox Wealth Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$481K Buy
3,554
+165
+5% +$22.3K 0.11% 86
2025
Q1 		$413K Buy
3,389
+592
+21% +$72.2K 0.11% 88
2024
Q4 		$360K Buy
2,797
+260
+10% +$33.5K 0.1% 96
2024
Q3 		$320K Buy
+2,537
New +$320K 0.09% 100