Journey Strategic Wealth’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 | $3.56M | Sell |
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|
2025
Q2 | $5.12M | Sell |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $31.8M | Buy |
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|
2024
Q3 | $28.5M | Buy |
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|
2024
Q2 | $24.4M | Buy |
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|
2024
Q1 | $21.5M | Buy |
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|
2023
Q4 | $19.3M | Buy |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $16M | Buy |
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|
2023
Q1 | $14M | Buy |
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|
2022
Q4 | $8.42M | Buy |
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|
2022
Q3 | $7.41M | Sell |
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|
2022
Q2 | $8.13M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7.87M | Buy |
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