Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $744K | Sell |
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2024
Q1 | $740K | Sell |
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|
2023
Q4 | $782K | Sell |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $713K | Sell |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $953K | Buy |
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|
2021
Q1 | $817K | Sell |
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|
2020
Q4 | $869K | Buy |
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|
2020
Q3 | $662K | Sell |
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|
2020
Q2 | $620K | Buy |
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|
2020
Q1 | $484K | Sell |
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|
2019
Q4 | $644K | Sell |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $592K | Sell |
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|
2019
Q1 | $574K | Buy |
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|
2018
Q4 | $227K | Buy |
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