M3 Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Hold
2025
Q2
$229K Hold
2025
Q1
$207K Hold
2024
Q4
$218K Buy
2024
Q3
$214K Buy
2024
Q2
$202K Buy