Dynamic Advisor Solutions’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 | $3.69M | Sell |
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2025
Q2 | $3.63M | Sell |
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2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $6.44M | Sell |
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|
2024
Q3 | $6.74M | Sell |
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|
2024
Q2 | $6.61M | Sell |
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|
2024
Q1 | $6.99M | Buy |
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|
2023
Q4 | $6.21M | Sell |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.17M | Buy |
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|
2023
Q1 | $4.77M | Buy |
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|
2022
Q4 | $4.31M | Buy |
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|
2022
Q3 | $3.99M | Buy |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $3.73M | Buy |
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|
2021
Q4 | $2.74M | Sell |
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|
2021
Q3 | $3.51M | Buy |
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $410K | Buy |
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