GIA
GHP Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71K | Hold |
20
| – | – | ﹤0.01% | 848 |
|
|
2025
Q1 | $2.44K | Hold |
20
| – | – | ﹤0.01% | 846 |
|
|
2024
Q4 | $2.58K | Hold |
20
| – | – | ﹤0.01% | 871 |
|
|
2024
Q3 | $2.52K | Hold |
20
| – | – | ﹤0.01% | 873 |
|
|
2024
Q2 | $2.39K | Hold |
20
| – | – | ﹤0.01% | 844 |
|
|
2024
Q1 | $2.3K | Hold |
20
| – | – | ﹤0.01% | 751 |
|
|
2023
Q4 | $2.1K | Hold |
20
| – | – | ﹤0.01% | 760 |
|
|
2023
Q3 | $1.89K | Hold |
20
| – | – | ﹤0.01% | 847 |
|
|
2023
Q2 | $1.96K | Sell |
20
-1,187
| -98% | -$116K | ﹤0.01% | 827 |
|
|
2023
Q1 | $109K | Sell |
1,207
-142
| -11% | -$12.8K | 0.01% | 429 |
|
|
2022
Q4 | $114K | Buy |
1,349
+142
| +12% | +$12K | 0.01% | 424 |
|
|
2022
Q3 | $96K | Hold |
1,207
| – | – | 0.01% | 427 |
|
|
2022
Q2 | $101K | Sell |
1,207
-1,650
| -58% | -$138K | 0.01% | 421 |
|
|
2022
Q1 | $290K | Hold |
2,857
| – | – | 0.02% | 323 |
|
|
2021
Q4 | $308K | Sell |
2,857
-693
| -20% | -$74.7K | 0.02% | 280 |
|
|
2021
Q3 | $350K | Hold |
3,550
| – | – | 0.03% | 257 |
|
|
2021
Q2 | $350K | Hold |
3,550
| – | – | 0.03% | 253 |
|
|
2021
Q1 | $323K | Buy |
+3,550
| New | +$323K | 0.03% | 253 |
|