Graves Light Lenhart Wealth’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 | $230K | Sell |
|
|||||
|
2025
Q2 | $359K | Sell |
|
|||||
|
2025
Q1 | $368K | Sell |
|
|||||
|
2024
Q4 | $450K | Hold |
|
|||||
|
2024
Q3 | $441K | Hold |
|
|||||
|
2024
Q2 | $418K | Hold |
|
|||||
|
2024
Q1 | $402K | Hold |
|
|||||
|
2023
Q4 | $367K | Sell |
|
|||||
|
2023
Q3 | $361K | Hold |
|
|||||
|
2023
Q2 | $373K | Hold |
|
|||||
|
2023
Q1 | $346K | Hold |
|
|||||
|
2022
Q4 | $324K | Sell |
|
|||||
|
2022
Q3 | $373K | Sell |
|
|||||
|
2022
Q2 | $486K | Hold |
|
|||||
|
2022
Q1 | $587K | Hold |
|
|||||
|
2021
Q4 | $625K | Hold |
|
|||||
|
2021
Q3 | $570K | Hold |
|
|||||
|
2021
Q2 | $570K | Sell |
|
|||||
|
2021
Q1 | $549K | Buy |
|
|||||
|
2020
Q4 | $482K | Buy |
|