Loring Wolcott & Coolidge Fiduciary Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$123K	Hold
2025 Q2	$113K	Hold
2025 Q1	$97.6K	Sell
2024 Q4	$134K	Sell
2024 Q3	$183K	Sell
2024 Q2	$187K	Hold
2024 Q1	$165K	Sell
2023 Q4	$207K	Sell
2023 Q3	$207K	Hold
2023 Q2	$214K	Buy