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