Modern Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Modern Wealth Management’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 Q2	$904K	Sell
2025 Q1	$1.45M	Buy
2024 Q4	$899K	Sell
2024 Q3	$1.09M	Buy
2024 Q2	$954K	Buy