Kestra Private Wealth 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 | $1.38M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $4.37M | Sell |
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|
2023
Q3 | $5.76M | Buy |
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|
2023
Q2 | $5.5M | Buy |
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|
2023
Q1 | $5.08M | Buy |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | $897K | Buy |
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|
2021
Q4 | $746K | Buy |
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|
2021
Q3 | $629K | Sell |
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|
2021
Q2 | $701K | Buy |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $470K | Buy |
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