Milestone Investment Advisors’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 | $380K | Buy |
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|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $211K | Buy |
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