Center for Financial Planning’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 | $85.6K | Hold |
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|
2025
Q2 | $79.6K | Hold |
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|
2025
Q1 | $71.7K | Hold |
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|
2024
Q4 | $75.7K | Hold |
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|
2024
Q3 | $74.2K | Hold |
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|
2024
Q2 | $70.2K | Hold |
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|
2024
Q1 | $67.6K | Hold |
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|
2023
Q4 | $61.7K | Hold |
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|
2023
Q3 | $55.2K | Hold |
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|
2023
Q2 | $57.3K | Hold |
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|
2023
Q1 | $53.2K | Hold |
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|
2022
Q4 | $49.8K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $63K | Sell |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $72K | Hold |
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|
2021
Q1 | $66K | Buy |
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