Trademark Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Trademark Financial Management’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	$333K	Hold
2025 Q2	$310K	Buy
2025 Q1	$274K	Hold
2024 Q4	$290K	Hold
2024 Q3	$284K	Hold
2024 Q2	$268K	Sell
2024 Q1	$259K	Sell
2023 Q4	$239K	Buy