Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $3.03M | Sell |
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|
2023
Q2 | $3.19M | Buy |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $3.61M | Buy |
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|
2022
Q2 | $3.27M | Buy |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $37K | Buy |
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