Patriot Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Buy |
|
|||||
|
2025
Q2 | $222K | Sell |
|
|||||
|
2025
Q1 | $207K | Sell |
|
|||||
|
2024
Q4 | $328K | Sell |
|
|||||
|
2024
Q3 | $331K | Sell |
|
|||||
|
2024
Q2 | $314K | Sell |
|
|||||
|
2024
Q1 | $309K | Buy |
|
|||||
|
2023
Q4 | $280K | Buy |
|
|||||
|
2023
Q3 | $251K | Sell |
|
|||||
|
2023
Q2 | $325K | Buy |
|
|||||
|
2023
Q1 | $300K | Buy |
|
|||||
|
2022
Q4 | $297K | Buy |
|
|||||
|
2022
Q3 | $259K | Sell |
|
|||||
|
2022
Q2 | $275K | Buy |
|
|||||
|
2022
Q1 | $319K | Buy |
|
|||||
|
2021
Q4 | $227K | Sell |
|
|||||
|
2021
Q3 | $211K | Sell |
|
|||||
|
2021
Q2 | $220K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $44.1K | Buy |
|