Evergreen Capital 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
Q3 | $443K | Sell |
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|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $280K | Sell |
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|
2020
Q3 | $294K | Buy |
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