Kovack Advisors’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
Q4
$249K Buy
2023
Q4
Sell
2023
Q3
$571K Sell
2023
Q2
$602K Sell
2023
Q1
$587K Sell
2022
Q4
$674K Sell
2022
Q3
$1.01M Sell
2022
Q2
$1.59M Sell
2022
Q1
$2.69M Buy
2021
Q4
$2.53M Buy
2021
Q3
$2.05M Buy
2021
Q2
$1.5M Buy
2021
Q1
$1.14M Sell
2020
Q4
$1.2M Buy
2020
Q3
$989K Buy
2020
Q2
$822K Buy
2020
Q1
$239K Buy