Baker Avenue Asset 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
Q3 | $509K | Buy |
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|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $3.01M | Buy |
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