Kestra Advisory Services’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 | $10.8M | Sell |
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|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $9.81M | Sell |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $22.3M | Sell |
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|
2023
Q2 | $34.1M | Sell |
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|
2023
Q1 | $41.7M | Sell |
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|
2022
Q4 | $89.3M | Sell |
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|
2022
Q3 | $84.5M | Buy |
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|
2022
Q2 | $84.5M | Buy |
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|
2022
Q1 | $102M | Buy |
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|
2021
Q4 | $94.9M | Buy |
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|
2021
Q3 | $73.2M | Buy |
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|
2021
Q2 | $53.1M | Buy |
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|
2021
Q1 | $45.9M | Buy |
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|
2020
Q4 | $23.6M | Buy |
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|
2020
Q3 | $5.01M | Buy |
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