Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $4.16M | Sell |
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|
2022
Q4 | $12.4M | Sell |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $14M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $15.3M | Buy |
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|
2021
Q3 | $13.9M | Buy |
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|
2021
Q2 | $11.7M | Buy |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $9.23M | Buy |
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|
2020
Q3 | $5.34M | Buy |
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|
2020
Q2 | $4.33M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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