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Sherman Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
3,537
+35
+1% +$4.74K 0.42% 35
2025
Q1
$427K Buy
3,502
+36
+1% +$4.39K 0.41% 37
2024
Q4
$446K Buy
+3,466
New +$446K 0.41% 37