Avior Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $125K | Buy |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $97.8K | Sell |
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|
2024
Q1 | $102K | Buy |
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|
2023
Q4 | $12.6K | Sell |
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|
2023
Q3 | $44.6K | Sell |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $74.5K | Sell |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $47K | Sell |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $195K | Sell |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $35K | Sell |
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|
2020
Q2 | $65K | Buy |
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