Keystone 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
Q2 | $4.37M | Sell |
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|
2025
Q1 | $4.06M | Sell |
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|
2024
Q4 | $4.48M | Sell |
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|
2024
Q3 | $4.67M | Sell |
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|
2024
Q2 | $4.72M | Sell |
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|
2024
Q1 | $4.66M | Sell |
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|
2023
Q4 | $4.4M | Sell |
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|
2023
Q3 | $4.45M | Sell |
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|
2023
Q2 | $6.01M | Sell |
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|
2023
Q1 | $9.82M | Sell |
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|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.8M | Buy |
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|
2022
Q1 | $12.4M | Sell |
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|
2021
Q4 | $14.4M | Buy |
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