Moller Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Moller Wealth Partners’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	$306K	Hold
2025 Q2	$285K	Sell
2025 Q1	$263K	Sell
2024 Q4	$280K	Sell
2024 Q3	$282K	Buy
2024 Q2	$203K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy