Crown Wealth Group’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 | $1.16M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.21M | Hold |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $6.07M | Sell |
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|
2022
Q4 | $6.39M | Sell |
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|
2022
Q3 | $11.2M | Sell |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $13.9M | Buy |
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