Chicago Partners Investment Group’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
$1.74M Sell
2025
Q2
$1.61M Sell
2025
Q1
$1.44M Sell
2024
Q4
$1.53M Buy
2024
Q3
$1.48M Sell
2024
Q2
$1.43M Buy
2024
Q1
$1.33M Sell
2023
Q4
$1.3M Buy
2023
Q3
$1.05M Buy
2023
Q2
$1.07M Buy
2023
Q1
$923K Buy
2022
Q4
$826K Buy
2022
Q3
$667K Buy
2022
Q2
$718K Buy
2022
Q1
$681K Buy
2021
Q4
$746K Buy
2021
Q3
$757K Buy
2021
Q2
$397K Buy
2021
Q1
$354K Buy