IHT 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 | $711K | Sell |
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|
2025
Q2 | $695K | Sell |
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2025
Q1 | $629K | Buy |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $612K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $913K | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $457K | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $989K | Buy |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $232K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $24K | Buy |
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