HB Wealth Management’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 | $3.67M | Sell |
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|
2025
Q2 | $4.04M | Sell |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $3.1M | Sell |
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|
2022
Q3 | $3.13M | Sell |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.88M | Buy |
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|
2021
Q4 | $4.02M | Buy |
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