MAI Capital 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
Q3 | $2.38M | Buy |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $721K | Sell |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $911K | Sell |
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|
2024
Q2 | $941K | Buy |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $816K | Buy |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $781K | Buy |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $827K | Buy |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $634K | Buy |
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