Montecito Bank & Trust’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 | $1.9M | Buy |
|
|||||
|
2025
Q1 | $3.35M | Sell |
|
|||||
|
2024
Q4 | $3.65M | Sell |
|
|||||
|
2024
Q3 | $3.95M | Sell |
|
|||||
|
2024
Q2 | $4.19M | Sell |
|
|||||
|
2024
Q1 | $4.82M | Sell |
|
|||||
|
2023
Q4 | $5.32M | Buy |
|
|||||
|
2023
Q3 | $4.65M | Sell |
|
|||||
|
2023
Q2 | $4.96M | Sell |
|
|||||
|
2023
Q1 | $4.77M | Sell |
|
|||||
|
2022
Q4 | $4.62M | Sell |
|
|||||
|
2022
Q3 | $4.61M | Buy |
|
|||||
|
2022
Q2 | $4.85M | Buy |
|
|||||
|
2022
Q1 | $5.64M | Sell |
|
|||||
|
2021
Q4 | $6.31M | Sell |
|
|||||
|
2021
Q3 | $5.78M | Sell |
|
|||||
|
2021
Q2 | $5.81M | Buy |
|
|||||
|
2021
Q1 | $5.09M | Buy |
|
|||||
|
2020
Q4 | $2.99M | Sell |
|
|||||
|
2020
Q3 | $2.69M | Sell |
|
|||||
|
2020
Q2 | $2.6M | Buy |
|
|||||
|
2020
Q1 | $1.81M | Buy |
|