J.W. Cole 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
Q3 | $2.13M | Buy |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $932K | Sell |
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|
2023
Q1 | $973K | Buy |
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|
2022
Q4 | $912K | Sell |
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|
2022
Q3 | $953K | Buy |
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|
2022
Q2 | $929K | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $997K | Buy |
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|
2021
Q1 | $872K | Buy |
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|
2020
Q4 | $541K | Sell |
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|
2020
Q3 | $602K | Buy |
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