Beacon Pointe Advisors’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 | $13.9M | Buy |
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|
2025
Q2 | $842K | Sell |
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2025
Q1 | $803K | Sell |
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|
2024
Q4 | $924K | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $955K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $5.28M | Buy |
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|
2022
Q4 | $681K | Buy |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $240K | Buy |
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