MontVue Capital Management’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
Q2
$443K Sell
2025
Q1
$400K Hold
2024
Q4
$422K Sell
2024
Q3
$471K Sell
2024
Q2
$446K Hold
2024
Q1
$429K Hold
2023
Q4
$392K Buy