Bell Investment 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
Q2 | $797K | Sell |
|
|||||
|
2025
Q1 | $749K | Sell |
|
|||||
|
2024
Q4 | $894K | Buy |
|
|||||
|
2024
Q3 | $835K | Buy |
|
|||||
|
2024
Q2 | $773K | Buy |
|
|||||
|
2024
Q1 | $729K | Sell |
|
|||||
|
2023
Q4 | $701K | Buy |
|
|||||
|
2023
Q3 | $611K | Buy |
|
|||||
|
2023
Q2 | $625K | Buy |
|
|||||
|
2023
Q1 | $497K | Buy |
|
|||||
|
2022
Q4 | $396K | Sell |
|
|||||
|
2022
Q3 | $392K | Sell |
|
|||||
|
2022
Q2 | $414K | Buy |
|
|||||
|
2021
Q4 | $480K | Buy |
|
|||||
|
2021
Q3 | $243K | Buy |
|