Laurel Wealth Planning’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 | $10.2M | Sell |
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|
2025
Q1 | $9.82M | Sell |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $11.8M | Sell |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $8.27M | Buy |
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|
2023
Q2 | $8.07M | Buy |
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|
2023
Q1 | $4.25M | Sell |
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|
2022
Q4 | $4.68M | Buy |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $2.76M | Buy |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $953K | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.17M | Buy |
|