Goodwin Investment Advisory’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 | $4.8M | Sell |
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|
2025
Q1 | $4.49M | Sell |
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|
2024
Q4 | $5.97M | Sell |
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|
2024
Q3 | $5.88M | Sell |
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|
2024
Q2 | $6.7M | Buy |
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|
2024
Q1 | $5.69M | Sell |
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|
2023
Q4 | $5.92M | Sell |
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|
2023
Q3 | $6.73M | Sell |
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|
2023
Q2 | $7.16M | Sell |
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|
2023
Q1 | $7.08M | Sell |
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|
2022
Q4 | $6.71M | Sell |
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|
2022
Q3 | $34.6M | Buy |
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|
2022
Q2 | $35.8M | Buy |
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|
2022
Q1 | $37.7M | Buy |
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|
2021
Q4 | $35M | Buy |
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|
2021
Q3 | $29.9M | Buy |
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|
2021
Q2 | $27.8M | Buy |
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|
2021
Q1 | $23.7M | Sell |
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|
2020
Q4 | $22.9M | Buy |
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