Omni 360 Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Omni 360 Wealth’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	$793K	Sell
2025 Q2	$808K	Sell
2025 Q1	$737K	Sell
2024 Q4	$828K	Sell
2024 Q3	$859K	Sell
2024 Q2	$908K	Sell
2024 Q1	$1.28M	Sell
2023 Q4	$1.3M	Buy