Pacific Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.2M | Sell |
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|
2023
Q3 | $5.74M | Sell |
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|
2023
Q2 | $6.1M | Sell |
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|
2023
Q1 | $5.84M | Sell |
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|
2022
Q4 | $5.58M | Sell |
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|
2022
Q3 | $5.61M | Sell |
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|
2022
Q2 | $6.57M | Sell |
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|
2022
Q1 | $10.8M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $327K | Buy |
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