McKinley Carter Wealth Services’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 | $5.19M | Sell |
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|
2025
Q2 | $4.83M | Sell |
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|
2025
Q1 | $4.56M | Sell |
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|
2024
Q4 | $5.3M | Sell |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $4.91M | Sell |
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|
2024
Q1 | $4.85M | Sell |
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|
2023
Q4 | $4.55M | Buy |
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|
2023
Q3 | $3.5M | Sell |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.76M | Buy |
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|
2022
Q1 | $3.09M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $874K | Buy |
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|
2021
Q1 | $700K | Sell |
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|
2020
Q4 | $1.7M | Buy |
|