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

Sovran Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Sell
8,134
-4,226
-34% -$572K 0.12% 193
2025
Q1 		$1.42M Buy
12,360
+152
+1% +$17.4K 0.18% 133
2024
Q4 		$1.57M Buy
+12,208
New +$1.57M 0.22% 109