Mount Yale 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
Q2 | $675K | Sell |
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2025
Q1 | $795K | Buy |
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|
2024
Q4 | $840K | Buy |
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|
2024
Q3 | $792K | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $3.66M | Buy |
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|
2023
Q3 | $3.21M | Sell |
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|
2023
Q2 | $4.21M | Buy |
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|
2023
Q1 | $3.84M | Sell |
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|
2022
Q4 | $6.68M | Sell |
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|
2022
Q3 | $7.74M | Buy |
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|
2022
Q2 | $7.5M | Sell |
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|
2022
Q1 | $9.17M | Buy |
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|
2021
Q4 | $8.67M | Buy |
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|
2021
Q3 | $7.83M | Buy |
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|
2021
Q2 | $6.01M | Sell |
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|
2021
Q1 | $5.61M | Sell |
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|
2020
Q4 | $5.37M | Buy |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $2.96M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $708K | Buy |
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