Avidian Wealth Enterprises’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 | $1.93M | Buy |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $3.17M | Sell |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $4.25M | Sell |
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|
2023
Q1 | $4.22M | Sell |
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|
2022
Q4 | $7.35M | Sell |
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|
2022
Q3 | $7.72M | Sell |
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|
2022
Q2 | $8.4M | Buy |
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|
2022
Q1 | $9.22M | Buy |
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|
2021
Q4 | $7.61M | Buy |
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|
2021
Q3 | $3.06M | Buy |
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|
2021
Q2 | $2.89M | Sell |
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|
2021
Q1 | $3.03M | Buy |
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|
2020
Q4 | $2.44M | Buy |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $484K | Buy |
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