Aptus Capital Advisors’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 | $6M | Buy |
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|
2025
Q2 | $5.54M | Sell |
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2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | $5.08M | Sell |
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|
2024
Q2 | $4.93M | Sell |
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|
2024
Q1 | $4.8M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $214K | Buy |
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