BOK Financial Private Wealth’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 | $124K | Hold |
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|
2025
Q2 | $115K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $97.6K | Sell |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $96.8K | Hold |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $122K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $264K | Buy |
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