Advisory Alpha’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 | $1.52M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $690K | Sell |
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|
2021
Q4 | $812K | Sell |
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|
2021
Q3 | $3.88M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $156K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9.82K | Buy |
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