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Higgins & Schmidt Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Higgins & Schmidt Wealth Strategies’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.75M Buy
12,950
+820
+7% +$111K 0.97% 17
2025
Q1 		$1.48M Sell
12,130
-107
-0.9% -$13K 0.87% 19
2024
Q4 		$1.58M Buy
+12,237
New +$1.58M 0.98% 18