Leverty Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Leverty Financial Group’s Portfolio ESGU Stock Details ESGU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$372K	Hold
2025 Q2	$345K	Hold
2025 Q1	$311K	Hold
2024 Q4	$329K	Buy
2024 Q3	$316K	Buy
2024 Q2	$222K	Sell
2024 Q1	$233K	Buy
2022 Q1	–	Sell
2021 Q4	$42K	Buy