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Michael A Dubis Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Michael A Dubis Financial Planning’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,605
Closed -$207K – 46
2024
Q4 		$207K Buy
+1,605
New +$207K 0.2% 46