Financial Advocates Investment 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 | – | Sell |
|
|||||
|
2025
Q2 | $307K | Sell |
|
|||||
|
2025
Q1 | $408K | Sell |
|
|||||
|
2024
Q4 | $1.15M | Sell |
|
|||||
|
2024
Q3 | $6.16M | Buy |
|
|||||
|
2024
Q2 | $978K | Buy |
|
|||||
|
2024
Q1 | $321K | Buy |
|
|||||
|
2023
Q4 | $222K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $2.34M | Sell |
|
|||||
|
2023
Q1 | $2.29M | Sell |
|
|||||
|
2022
Q4 | $4.13M | Buy |
|
|||||
|
2022
Q3 | $735K | Sell |
|
|||||
|
2022
Q2 | $4.44M | Sell |
|
|||||
|
2022
Q1 | $5.75M | Buy |
|
|||||
|
2021
Q4 | $5.67M | Buy |
|
|||||
|
2021
Q3 | $4.64M | Sell |
|
|||||
|
2021
Q2 | $5.99M | Buy |
|
|||||
|
2021
Q1 | $2.99M | Buy |
|
|||||
|
2020
Q4 | $344K | Sell |
|
|||||
|
2020
Q3 | $1.3M | Sell |
|
|||||
|
2020
Q2 | $1.61M | Sell |
|
|||||
|
2020
Q1 | $1.55M | Buy |
|
|||||
|
2019
Q4 | $286K | Sell |
|
|||||
|
2019
Q3 | $356K | Buy |
|