OneDigital 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 | $10.7M | Sell |
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2025
Q2 | $10M | Sell |
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2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $798K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $689K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $13K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $24K | Buy |
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