Haverford Trust Company’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
$251K Hold
2025
Q1
$226K Hold
2024
Q4
$239K Sell
2024
Q3
$382K Hold
2024
Q2
$361K Hold
2024
Q1
$348K Hold
2023
Q4
$318K Sell
2023
Q3
$327K Buy
2022
Q2
Sell
2022
Q1
$340K Buy