North Star Asset Management’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 | $282K | Sell |
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|
2025
Q2 | $266K | Hold |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $255K | Sell |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
|