LPL Financial’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 | $172M | Buy |
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|
2025
Q2 | $141M | Sell |
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|
2025
Q1 | $128M | Sell |
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|
2024
Q4 | $217M | Buy |
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|
2024
Q3 | $183M | Buy |
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|
2024
Q2 | $172M | Sell |
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|
2024
Q1 | $230M | Sell |
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|
2023
Q4 | $353M | Buy |
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|
2023
Q3 | $314M | Sell |
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|
2023
Q2 | $465M | Sell |
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|
2023
Q1 | $501M | Sell |
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|
2022
Q4 | $992M | Sell |
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|
2022
Q3 | $1B | Buy |
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|
2022
Q2 | $1.01B | Buy |
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|
2022
Q1 | $1.2B | Buy |
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|
2021
Q4 | $1.2B | Buy |
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|
2021
Q3 | $1.02B | Buy |
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|
2021
Q2 | $751M | Buy |
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|
2021
Q1 | $666M | Buy |
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|
2020
Q4 | $578M | Buy |
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|
2020
Q3 | $334M | Buy |
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|
2020
Q2 | $274M | Buy |
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|
2020
Q1 | $113M | Buy |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.42M | Buy |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.31M | Sell |
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|
2018
Q4 | $1.31M | Buy |
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|
2018
Q3 | $546K | Buy |
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|
2018
Q2 | $475K | Buy |
|