Archford Capital Strategies’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 | $601K | Hold |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $533K | Hold |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $4.26M | Buy |
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|
2022
Q2 | $4.44M | Buy |
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|
2022
Q1 | $5.27M | Buy |
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|
2021
Q4 | $5.41M | Sell |
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|
2021
Q3 | $5.05M | Buy |
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|
2021
Q2 | $4.89M | Buy |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $3.37M | Buy |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $302K | Buy |
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