Janney Montgomery Scott’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 | $15.9M | Buy |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $23.5M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $23.5M | Sell |
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|
2023
Q4 | $66.6M | Buy |
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|
2023
Q3 | $58.2M | Sell |
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|
2023
Q2 | $99.7M | Sell |
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|
2023
Q1 | $92.8M | Sell |
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|
2022
Q4 | $232M | Sell |
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|
2022
Q3 | $260M | Sell |
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|
2022
Q2 | $277M | Sell |
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|
2022
Q1 | $351M | Buy |
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|
2021
Q4 | $360M | Buy |
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|
2021
Q3 | $322M | Buy |
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|
2021
Q2 | $259M | Buy |
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|
2021
Q1 | $235M | Sell |
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|
2020
Q4 | $247M | Buy |
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|
2020
Q3 | $158M | Buy |
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|
2020
Q2 | $137M | Buy |
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|
2020
Q1 | $60.8M | Buy |
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