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

Oregon Pacific 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 Q3	$500K	Sell
2025 Q2	$476K	Sell
2025 Q1	$431K	Buy
2024 Q4	$320K	Buy