Bailard’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 | $470K | Hold |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $486K | Hold |
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|
2024
Q4 | $514K | Hold |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $459K | Hold |
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|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $404K | Hold |
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|
2021
Q4 | $431K | Hold |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $363K | Buy |
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