Clearstead Trust’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 | $96K | Hold |
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2025
Q2 | $89.2K | Buy |
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2025
Q1 | $33.9K | Hold |
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|
2024
Q4 | $35.8K | Hold |
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|
2024
Q3 | $35.1K | Hold |
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|
2024
Q2 | $33.2K | Hold |
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|
2024
Q1 | $32K | Hold |
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|
2023
Q4 | $29.2K | Hold |
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|
2023
Q3 | $26.1K | Hold |
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|
2023
Q2 | $25.1K | Hold |
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|
2023
Q1 | $25.1K | Hold |
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|
2022
Q4 | $24K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $23K | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $27K | Buy |
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