Cornerstone Advisors Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
3,532
+9
| +0.3% | +$1.22K | 0.09% | 86 |
|
|
2025
Q1 | $430K | Buy |
3,523
+9
| +0.3% | +$1.1K | 0.09% | 99 |
|
|
2024
Q4 | $453K | Buy |
3,514
+11
| +0.3% | +$1.42K | 0.1% | 86 |
|
|
2024
Q3 | $442K | Buy |
3,503
+12
| +0.3% | +$1.51K | 0.1% | 84 |
|
|
2024
Q2 | $416K | Buy |
3,491
+9
| +0.3% | +$1.07K | 0.12% | 80 |
|
|
2024
Q1 | $400K | Hold |
3,482
| – | – | 0.14% | 80 |
|
|
2023
Q4 | $365K | Buy |
3,482
+623
| +22% | +$65.4K | 0.14% | 83 |
|
|
2023
Q3 | $268K | Hold |
2,859
| – | – | 0.11% | 84 |
|
|
2023
Q2 | $279K | Sell |
2,859
-822
| -22% | -$80.1K | 0.12% | 78 |
|
|
2023
Q1 | $333K | Hold |
3,681
| – | – | 0.16% | 67 |
|
|
2022
Q4 | $312K | Buy |
+3,681
| New | +$312K | 0.17% | 71 |
|