Keystone Financial Services (Colorado)’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 | $959K | Buy |
|
|||||
|
2025
Q2 | $880K | Sell |
|
|||||
|
2025
Q1 | $843K | Buy |
|
|||||
|
2024
Q4 | $610K | Hold |
|
|||||
|
2024
Q3 | $598K | Sell |
|
|||||
|
2024
Q2 | $568K | Sell |
|
|||||
|
2024
Q1 | $799K | Sell |
|
|||||
|
2023
Q4 | $6.95M | Buy |
|
|||||
|
2023
Q3 | $5.92M | Sell |
|
|||||
|
2023
Q2 | $9.41M | Buy |
|
|||||
|
2023
Q1 | $8.72M | Sell |
|
|||||
|
2022
Q4 | $22.3M | Sell |
|
|||||
|
2022
Q3 | $22.4M | Sell |
|
|||||
|
2022
Q2 | $27.7M | Sell |
|
|||||
|
2022
Q1 | $28.2M | Buy |
|
|||||
|
2021
Q4 | $32.5M | Buy |
|