Heritage Family Offices’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Heritage Family Offices’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$657K	Sell
2025 Q2	$628K	Hold
2025 Q1	$631K	Sell
2024 Q4	$785K	Sell
2024 Q3	$799K	Sell
2024 Q2	$797K	Buy