Strategic Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Strategic Wealth Partners’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$185K	Hold
2025 Q2	$172K	Buy
2023 Q4	–	Sell
2023 Q3	$447K	Hold
2023 Q2	$463K	Sell
2023 Q1	$580K	Sell
2022 Q4	$729K	Sell
2022 Q3	$3.3M	Buy