ETF Portfolio Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $867K | Sell |
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|
2023
Q2 | $921K | Buy |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $751K | Buy |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $729K | Buy |
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|
2022
Q1 | $878K | Sell |
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|
2021
Q4 | $943K | Buy |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $422K | Hold |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $358K | Buy |
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