Asset Dedication LLC’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 | $143K | Buy |
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|
2025
Q2 | $108K | Buy |
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|
2025
Q1 | $93.4K | Sell |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $167K | Buy |
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|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $160K | Sell |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $98K | Buy |
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|
2023
Q2 | $98K | Hold |
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|
2023
Q1 | $92K | Hold |
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|
2022
Q4 | $85K | Buy |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $100K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $26K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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