Resonant Capital Advisors’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
Q3
$735K Hold
2025
Q2
$683K Hold
2025
Q1
$615K Hold
2024
Q4
$650K Hold
2024
Q3
$637K Sell
2024
Q2
$826K Sell
2024
Q1
$1.05M Buy