Bartlett & Co 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 | $188K | Hold |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $165K | Buy |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $180K | Buy |
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|
2024
Q2 | $149K | Buy |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $145K | Sell |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $161K | Sell |
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|
2022
Q4 | $153K | Buy |
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|
2022
Q3 | $12.9K | Hold |
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|
2022
Q2 | $13.6K | Sell |
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|
2022
Q1 | $47.3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $16K | Buy |
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