Shotwell Rutter Baer’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Shotwell Rutter Baer’s Portfolio ESGU Stock Details ESGU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$804K	Hold
2025 Q2	$746K	Sell
2025 Q1	$618K	Sell
2024 Q4	$786K	Sell
2024 Q3	$819K	Sell
2024 Q2	$805K	Sell
2024 Q1	$847K	Sell
2023 Q4	$837K	Buy