Patriot Financial Group Insurance Agency’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 | $818K | Buy |
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|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $628K | Sell |
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|
2024
Q4 | $714K | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $3.64M | Sell |
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|
2023
Q1 | $5.05M | Sell |
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|
2022
Q4 | $6.16M | Sell |
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|
2022
Q3 | $6.33M | Sell |
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|
2022
Q2 | $7.51M | Sell |
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|
2022
Q1 | $9.45M | Buy |
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|
2021
Q4 | $9.39M | Buy |
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|
2021
Q3 | $7.84M | Buy |
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|
2021
Q2 | $7.73M | Buy |
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|
2021
Q1 | $7.11M | Sell |
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|
2020
Q4 | $6.86M | Buy |
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|
2020
Q3 | $5.71M | Buy |
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|
2020
Q2 | $5.01M | Buy |
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|
2020
Q1 | $1.97M | Buy |
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|
2019
Q4 | $970K | Buy |
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|
2019
Q3 | $521K | Buy |
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|
2019
Q2 | $169K | Buy |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Buy |
|