Cranbrook Wealth Management’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 | $1.83M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $519K | Hold |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $356K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $82K | Sell |
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|
2019
Q3 | $100K | Buy |
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