IMA Advisory Services’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
2024
Q1
Sell
2023
Q4
$957K Hold
2023
Q3
$856K Hold
2023
Q2
$889K Buy
2023
Q1
$777K Buy
2022
Q4
$339K Buy