Vermillion & White Wealth Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$322K Hold
2025
Q2
$299K Sell
2025
Q1
$324K Hold
2024
Q4
$343K Sell
2024
Q3
$341K Hold
2024
Q2
$322K Buy
2024
Q1
$306K Sell
2023
Q4
$283K Buy