Great Valley Advisor Group’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 | $563K | Sell |
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|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $305K | Buy |
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