Baker Tilly 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
Q3 | $343K | Hold |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $525K | Sell |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $3.13M | Buy |
|
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|
2023
Q1 | $2.87M | Sell |
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|
2022
Q4 | $4.33M | Buy |
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|
2022
Q3 | $3.84M | Buy |
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|
2022
Q2 | $3.96M | Sell |
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|
2022
Q1 | $5.04M | Buy |
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|
2021
Q4 | $4.46M | Buy |
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|
2021
Q3 | $3.96M | Buy |
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|
2021
Q2 | $3.37M | Buy |
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|
2021
Q1 | $2.63M | Sell |
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|
2020
Q4 | $2.52M | Buy |
|