Keel Point’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
Q2
$982K Sell
2025
Q1
$885K Buy
2024
Q4
$935K Buy
2024
Q3
$897K Hold
2024
Q2
$846K Hold
2024
Q1
$817K Hold
2023
Q4
$746K Buy
2023
Q3
$439K Buy
2022
Q2
Sell
2022
Q1
$259K Buy