CIBC Private Wealth 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 | $450K | Hold |
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|
2025
Q2 | $418K | Hold |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $414K | Hold |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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