Beacon Financial Group’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 | $2.12M | Sell |
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2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $843K | Sell |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $761K | Sell |
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|
2022
Q3 | $853K | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $945K | Hold |
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|
2021
Q2 | $941K | Sell |
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|
2021
Q1 | $845K | Hold |
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|
2020
Q4 | $845K | Buy |
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