Perigon Wealth 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 | $5.52M | Buy |
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|
2025
Q2 | $4.9M | Sell |
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|
2025
Q1 | $4.81M | Sell |
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|
2024
Q4 | $5.64M | Buy |
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|
2024
Q3 | $5.22M | Sell |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $5.03M | Sell |
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|
2023
Q4 | $6.31M | Sell |
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|
2023
Q3 | $5.72M | Sell |
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|
2023
Q2 | $7.64M | Sell |
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|
2023
Q1 | $12.9M | Sell |
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|
2022
Q4 | $14.3M | Sell |
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|
2022
Q3 | $16.1M | Buy |
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|
2022
Q2 | $15.8M | Buy |
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|
2022
Q1 | $18.8M | Buy |
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|
2021
Q4 | $18.1M | Buy |
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|
2021
Q3 | $15.2M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $8.92M | Buy |
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|
2020
Q4 | $5.19M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $570K | Buy |
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