MA Private Wealth’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 | $3.4M | Sell |
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|
2025
Q1 | $3.58M | Hold |
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|
2024
Q4 | $3.78M | Sell |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $5.8M | Sell |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $7.91M | Sell |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $19.7M | Buy |
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|
2023
Q1 | $17.7M | Sell |
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|
2022
Q4 | $19M | Sell |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $22.8M | Buy |
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|
2022
Q1 | $26.3M | Buy |
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|
2021
Q4 | $2.84M | Buy |
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|
2021
Q3 | $697K | Buy |
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