CGN 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
Q3 | $2.8M | Buy |
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2025
Q2 | $2.4M | Sell |
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2025
Q1 | $2.18M | Sell |
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2024
Q4 | $2.31M | Buy |
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2024
Q3 | $1.9M | Buy |
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2024
Q2 | $1.58M | Buy |
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2024
Q1 | $410K | Buy |
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2023
Q4 | $308K | Sell |
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2023
Q3 | $523K | Buy |
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2023
Q2 | $388K | Sell |
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2023
Q1 | $425K | Sell |
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2022
Q4 | $400K | Sell |
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2022
Q3 | $704K | Buy |
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2022
Q2 | $542K | Sell |
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2022
Q1 | $681K | Sell |
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2021
Q4 | $851K | Buy |
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2021
Q3 | $294K | Sell |
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2021
Q2 | $1.15M | Buy |
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2021
Q1 | $1.05M | Sell |
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2020
Q4 | $1.05M | Buy |
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