Betterment LLC’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 | $520M | Buy |
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|
2025
Q1 | $416M | Buy |
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|
2024
Q4 | $422M | Sell |
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|
2024
Q3 | $419M | Buy |
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|
2024
Q2 | $385M | Buy |
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|
2024
Q1 | $295M | Buy |
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|
2023
Q4 | $268M | Sell |
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|
2023
Q3 | $241M | Sell |
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|
2023
Q2 | $251M | Buy |
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|
2023
Q1 | $229M | Buy |
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|
2022
Q4 | $210M | Buy |
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|
2022
Q3 | $204M | Hold |
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|
2022
Q2 | $204M | Buy |
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|
2022
Q1 | $243M | Buy |
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|
2021
Q4 | $243M | Buy |
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|
2021
Q3 | $205M | Buy |
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|
2021
Q2 | $180M | Buy |
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|
2021
Q1 | $128M | Buy |
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|
2020
Q4 | $68.2M | Buy |
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|
2020
Q3 | $215K | Buy |
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