GW & Wade’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
2023
Q4
$3.47M Sell
2023
Q3
$3.27M Buy
2023
Q2
$3.37M Sell
2023
Q1
$3.15M Buy
2022
Q4
$2.88M Buy
2022
Q3
$2.61M Sell
2022
Q2
$3.6M Buy
2022
Q1
$3.29M Sell
2021
Q4
$3.68M Buy
2021
Q3
$2.98M Buy
2021
Q2
$2.13M Buy
2021
Q1
$1.74M Buy
2020
Q4
$1.08M Buy
2020
Q3
Sell
2020
Q2
$281K Buy