Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $560K | Sell |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $564K | Sell |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $925K | Sell |
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|
2023
Q1 | $898K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $880K | Buy |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $506K | Hold |
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|
2020
Q4 | $479K | Buy |
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