Great Diamond 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
Q3 | $748K | Buy |
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|
2025
Q2 | $673K | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $673K | Sell |
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|
2024
Q2 | $660K | Sell |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $575K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $238K | Buy |
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