Horst & Graben 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 | $4.93M | Buy |
|
|||||
|
2025
Q2 | $3.7M | Sell |
|
|||||
|
2025
Q1 | $3.41M | Buy |
|
|||||
|
2024
Q4 | $3.31M | Buy |
|
|||||
|
2024
Q3 | $3.17M | Sell |
|
|||||
|
2024
Q2 | $3.02M | Sell |
|
|||||
|
2024
Q1 | $2.95M | Sell |
|
|||||
|
2023
Q4 | $6.65M | Sell |
|
|||||
|
2023
Q3 | $5.98M | Sell |
|
|||||
|
2023
Q2 | $13M | Sell |
|
|||||
|
2023
Q1 | $12.9M | Sell |
|
|||||
|
2022
Q4 | $32M | Sell |
|
|||||
|
2022
Q3 | $33.7M | Buy |
|
|||||
|
2022
Q2 | $34.5M | Buy |
|
|||||
|
2022
Q1 | $41.1M | Buy |
|
|||||
|
2021
Q4 | $34.2M | Buy |
|
|||||
|
2021
Q3 | $28M | Buy |
|
|||||
|
2021
Q2 | $26.8M | Buy |
|
|||||
|
2021
Q1 | $21.4M | Buy |
|
|||||
|
2020
Q4 | $19.3M | Buy |
|
|||||
|
2020
Q3 | $13.6M | Buy |
|
|||||
|
2020
Q2 | $8.69M | Buy |
|
|||||
|
2020
Q1 | $1.78M | Buy |
|