Morton Brown Family Wealth’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 | $1.16M | Hold |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $968K | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.08M | Hold |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $981K | Sell |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q3 | $809K | Sell |
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|
2023
Q2 | $861K | Sell |
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|
2023
Q1 | $805K | Buy |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $575K | Buy |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $720K | Hold |
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|
2021
Q4 | $767K | Buy |
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