GeoWealth 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 | $3.87M | Buy |
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|
2025
Q2 | $2.6M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $13K | Buy |
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