Allworth Financial’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 | $1.79M | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $3.85M | Sell |
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|
2023
Q2 | $6.81M | Sell |
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|
2023
Q1 | $9.82M | Buy |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $656K | Sell |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $805K | Sell |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $46K | Buy |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $11K | Buy |
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