Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $936K | Hold |
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|
2023
Q4 | $936K | Buy |
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|
2023
Q3 | $831K | Hold |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $709K | Buy |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $281K | Buy |
|