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Welch & Forbes’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Welch & Forbes’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231K Hold
1,707
– – ﹤0.01% 361
2025
Q1 		$208K Sell
1,707
-154
-8% -$18.8K ﹤0.01% 358
2024
Q4 		$240K Buy
+1,861
New +$240K ﹤0.01% 351