Global Retirement Partners’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
$1.4M Buy
2024
Q4
$1.59M Sell
2024
Q3
$1.63M Sell
2024
Q2
$1.68M Sell
2024
Q1
$1.65M Sell
2023
Q4
$1.73M Sell
2023
Q3
$1.72M Sell
2023
Q2
$2.33M Sell
2023
Q1
$2.36M Sell
2022
Q4
$4.69M Buy
2022
Q3
$4.02M Sell
2022
Q2
$4.42M Buy
2022
Q1
$3.67M Buy
2021
Q4
Sell
2021
Q3
$650K Buy
2021
Q2
$523K Buy
2021
Q1
$384K Buy
2020
Q4
$340K Buy
2020
Q3
$156K Sell
2020
Q2
$149K Buy
2020
Q1
$63K Buy