Creative Planning’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 | $43.7M | Sell |
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|
2025
Q2 | $41.6M | Buy |
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|
2025
Q1 | $36.5M | Buy |
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|
2024
Q4 | $34.4M | Buy |
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|
2024
Q3 | $33.2M | Sell |
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|
2024
Q2 | $31.8M | Buy |
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|
2024
Q1 | $29.6M | Buy |
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|
2023
Q4 | $25.9M | Buy |
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|
2023
Q3 | $22.3M | Sell |
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|
2023
Q2 | $24.1M | Sell |
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|
2023
Q1 | $22.4M | Sell |
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|
2022
Q4 | $21.3M | Buy |
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|
2022
Q3 | $19.9M | Sell |
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|
2022
Q2 | $21.9M | Buy |
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|
2022
Q1 | $17.5M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $7.17M | Buy |
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|
2021
Q1 | $3.95M | Buy |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $892K | Sell |
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|
2020
Q1 | $744K | Buy |
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