D.A. Davidson & Co’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 | $1.11M | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $932K | Sell |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $928K | Buy |
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|
2023
Q3 | $826K | Buy |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $933K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $984K | Buy |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $548K | Buy |
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