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

Synergy Asset Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-488
Closed -$61.6K – 294
2024
Q4 		$61.6K Buy
+488
New +$61.6K ﹤0.01% 260