Icon Wealth Advisors’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
Q4 | $2.47M | Buy |
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2025
Q3 | $2.41M | Sell |
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2025
Q2 | $2.31M | Sell |
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2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $7.43M | Sell |
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2024
Q3 | $7.85M | Sell |
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2024
Q2 | $7.61M | Sell |
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2024
Q1 | $13.7M | Sell |
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|
2023
Q4 | $22.3M | Buy |
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|
2022
Q4 | $45.3M | Sell |
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|
2022
Q3 | $46.6M | Buy |
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