Alpha Cubed Investments’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 | $518K | Buy |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $414K | Buy |
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