Cypress Wealth Services’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 | $8.52M | Buy |
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|
2025
Q2 | $7.86M | Sell |
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|
2025
Q1 | $7.33M | Sell |
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|
2024
Q4 | $8.18M | Sell |
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|
2024
Q3 | $8.2M | Sell |
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|
2024
Q2 | $7.83M | Sell |
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|
2024
Q1 | $7.99M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.75M | Sell |
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|
2023
Q2 | $12M | Sell |
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|
2023
Q1 | $13.9M | Sell |
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|
2022
Q4 | $18.3M | Sell |
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|
2022
Q3 | $18.6M | Sell |
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|
2022
Q2 | $20.3M | Buy |
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|
2022
Q1 | $24.2M | Buy |
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|
2021
Q4 | $21.5M | Buy |
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|
2021
Q3 | $18.3M | Buy |
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|
2021
Q2 | $17.7M | Sell |
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|
2021
Q1 | $24.3M | Buy |
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|
2020
Q4 | $22.3M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $3.36M | Buy |
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