EverSource Wealth Advisors’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 | $1.17M | Buy |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $840K | Sell |
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|
2024
Q2 | $822K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $952K | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.99M | Buy |
|