Bartlett & Co’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
2023
Q4
$113K Sell
2023
Q3
$145K Sell
2023
Q2
$165K Sell
2023
Q1
$161K Sell
2022
Q4
$153K Buy
2022
Q3
$13K Hold
2022
Q2
$14K Sell
2022
Q1
$47K Buy
2021
Q4
Sell
2021
Q3
$16K Buy