Level Financial 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
Q3 | $319K | Sell |
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|
2025
Q2 | $600K | Hold |
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|
2025
Q1 | $540K | Hold |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $571K | Hold |
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|
2024
Q2 | $540K | Hold |
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|
2024
Q1 | $520K | Hold |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $508K | Hold |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $442K | Hold |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $437K | Hold |
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|
2022
Q1 | $528K | Hold |
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|
2021
Q4 | $562K | Buy |
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