SWA
ESGU icon

Sax Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sax Wealth Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$262K Buy
+1,933
New +$262K 0.02% 367
2025
Q1 		– Sell
-1,655
Closed -$213K – 370
2024
Q4 		$213K Buy
1,655
+16
+1% +$2.06K 0.02% 312
2024
Q3 		$207K Buy
+1,639
New +$207K 0.02% 276