Coppell Advisory Solutions’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
$321K Buy
2025
Q2
$286K Buy
2025
Q1
Sell
2024
Q4
$384K Buy
2024
Q3
$298K Hold
2024
Q2
$283K Buy
2023
Q4
$291K Buy
2023
Q3
$1.36K Sell
2023
Q2
$232K Buy
2023
Q1
Sell
2022
Q4
$1.36K Buy