Peak Financial Management’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 | $547K | Hold |
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|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $472K | Hold |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $225K | Buy |
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