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Ipsen Advisor Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ipsen Advisor Group’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.88M Sell
13,895
-139
-1% -$18.8K 1.43% 17
2025
Q1 		$1.71M Sell
14,034
-494
-3% -$60.2K 1.47% 16
2024
Q4 		$1.87M Buy
+14,528
New +$1.87M 1.6% 15
2022
Q4 		$2.37M Buy
+28,014
New +$2.37M 2.74% 8