JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $82.1M | Buy |
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|
2023
Q2 | $83.2M | Sell |
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2023
Q1 | $77.4M | Buy |
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|
2022
Q4 | $67.8M | Buy |
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|
2022
Q3 | $4.65M | Buy |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $210K | Buy |
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