Patton Albertson Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.6M | Sell |
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|
2022
Q4 | $3.58M | Sell |
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|
2022
Q3 | $6.73M | Sell |
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|
2022
Q2 | $7.44M | Sell |
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|
2022
Q1 | $9.19M | Buy |
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|
2021
Q4 | $8.94M | Buy |
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|
2021
Q3 | $7.84M | Buy |
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|
2021
Q2 | $7.01M | Buy |
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|
2021
Q1 | $5.75M | Buy |
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|
2020
Q4 | $5.21M | Buy |
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|
2020
Q3 | $3.04M | Buy |
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|
2020
Q2 | $2.26M | Buy |
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