Pathway Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $225K | Hold |
|
|||||
|
2023
Q4 | $205K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $226K | Hold |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $252K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $235K | Sell |
|
|||||
|
2021
Q4 | $237K | Buy |
|
|||||
|
2021
Q1 | $484K | Hold |
|
|||||
|
2020
Q4 | $447K | Buy |
|
|||||
|
2020
Q3 | $265K | Buy |
|