Lowe Wealth 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 | $181K | Buy |
|
|||||
|
2025
Q2 | $145K | Hold |
|
|||||
|
2025
Q1 | $131K | Hold |
|
|||||
|
2024
Q4 | $138K | Hold |
|
|||||
|
2024
Q3 | $136K | Hold |
|
|||||
|
2024
Q2 | $128K | Hold |
|
|||||
|
2024
Q1 | $124K | Sell |
|
|||||
|
2023
Q4 | $134K | Sell |
|
|||||
|
2023
Q3 | $167K | Hold |
|
|||||
|
2023
Q2 | $173K | Sell |
|
|||||
|
2023
Q1 | $165K | Hold |
|
|||||
|
2022
Q4 | $155K | Hold |
|
|||||
|
2022
Q3 | $145K | Sell |
|
|||||
|
2022
Q2 | $178K | Hold |
|
|||||
|
2022
Q1 | $215K | Hold |
|
|||||
|
2021
Q4 | $229K | Hold |
|
|||||
|
2021
Q3 | $209K | Buy |
|
|||||
|
2021
Q2 | $160K | Buy |
|
|||||
|
2021
Q1 | $123K | Hold |
|
|||||
|
2020
Q4 | $116K | Buy |
|
|||||
|
2020
Q3 | $23K | Buy |
|
|||||
|
2020
Q2 | $14K | Buy |
|