Concord Wealth Partners’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 | $32.3K | Hold |
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|
2025
Q2 | $30K | Hold |
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2025
Q1 | $27.1K | Hold |
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|
2024
Q4 | $28.6K | Hold |
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|
2024
Q3 | $28K | Hold |
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|
2024
Q2 | $26.5K | Sell |
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|
2024
Q1 | $44.3K | Sell |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $183K | Sell |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $87.9K | Sell |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $533K | Buy |
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