Merit Financial Group’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 | $4.9M | Buy |
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|
2025
Q1 | $4.09M | Buy |
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|
2024
Q4 | $3.77M | Buy |
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|
2024
Q3 | $3.26M | Sell |
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|
2024
Q2 | $3.45M | Sell |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $10.1M | Sell |
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|
2023
Q2 | $13.9M | Sell |
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|
2023
Q1 | $14.1M | Sell |
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|
2022
Q4 | $25.5M | Sell |
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|
2022
Q3 | $31.8M | Sell |
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|
2022
Q2 | $56.2M | Buy |
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|
2022
Q1 | $26.7M | Buy |
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|
2021
Q4 | $775K | Sell |
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|
2021
Q3 | $980K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $427K | Buy |
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