Foundations Investment 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 | $607K | Sell |
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|
2025
Q2 | $567K | Sell |
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2025
Q1 | $539K | Sell |
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|
2024
Q4 | $745K | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $18.4M | Sell |
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|
2023
Q1 | $40.6M | Buy |
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|
2022
Q4 | $38M | Sell |
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|
2022
Q3 | $40.6M | Buy |
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|
2022
Q2 | $35.4M | Buy |
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|
2022
Q1 | $27.4M | Buy |
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|
2021
Q4 | $22.5M | Buy |
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|
2021
Q3 | $19.8M | Buy |
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|
2021
Q2 | $15.8M | Buy |
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|
2021
Q1 | $9.95M | Buy |
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|
2020
Q4 | $2.48M | Buy |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q2 | $216K | Buy |
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