AE Wealth Management’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
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $8.73M | Sell |
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|
2023
Q3 | $8.97M | Sell |
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|
2023
Q2 | $12.3M | Sell |
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|
2023
Q1 | $32M | Sell |
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|
2022
Q4 | $86M | Sell |
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|
2022
Q3 | $98.6M | Buy |
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|
2022
Q2 | $97.4M | Buy |
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|
2022
Q1 | $99.3M | Buy |
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|
2021
Q4 | $74.8M | Buy |
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|
2021
Q3 | $56.7M | Buy |
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|
2021
Q2 | $40.9M | Buy |
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|
2021
Q1 | $28.7M | Sell |
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|
2020
Q4 | $29.1M | Buy |
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|
2020
Q3 | $4.64M | Sell |
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|
2020
Q2 | $17.6M | Buy |
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|
2020
Q1 | $4.35M | Buy |
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