Opes Wealth 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 | $3.39M | Sell |
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|
2025
Q2 | $3.21M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $216K | Buy |
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