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

Lifelong Wealth Advisors’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	$2.98M	Buy
2025 Q2	$2.75M	Buy
2025 Q1	$2.47M	Buy
2024 Q4	$2.48M	Buy