Empirical Wealth Management’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
Q2 | $8.72M | Buy |
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|
2025
Q1 | $7.08M | Sell |
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|
2024
Q4 | $7.54M | Sell |
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|
2024
Q3 | $7.69M | Sell |
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|
2024
Q2 | $7.3M | Sell |
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|
2024
Q1 | $7.07M | Sell |
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|
2023
Q4 | $6.54M | Buy |
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|
2023
Q3 | $5.84M | Buy |
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|
2023
Q2 | $5.89M | Buy |
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|
2023
Q1 | $4.37M | Buy |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $940K | Buy |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $330K | Buy |
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