Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Sell |
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|
2025
Q2 | $600K | Sell |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $5.83M | Sell |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $6.04M | Buy |
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|
2022
Q1 | $6.94M | Buy |
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|
2021
Q4 | $6.16M | Buy |
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|
2021
Q3 | $5.57M | Buy |
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|
2021
Q2 | $5.04M | Buy |
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|
2021
Q1 | $4.49M | Sell |
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|
2020
Q4 | $4.28M | Buy |
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|
2020
Q3 | $3.3M | Sell |
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|
2020
Q2 | $3.15M | Buy |
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|
2020
Q1 | $839K | Buy |
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