Liberty Wealth Management’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 | $250K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $985K | Sell |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $4.66M | Sell |
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|
2023
Q2 | $6.73M | Sell |
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|
2023
Q1 | $6.5M | Buy |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $17.8M | Buy |
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|
2022
Q1 | $20.9M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $17.6M | Buy |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $11.7M | Hold |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $8.78M | Buy |
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|
2020
Q2 | $6.83M | Buy |
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|
2020
Q1 | $2.95M | Buy |
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