Pettinga Financial Advisors’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 | $348K | Hold |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $37.4M | Sell |
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|
2022
Q2 | $41.5M | Sell |
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|
2022
Q1 | $53.2M | Buy |
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|
2021
Q4 | $50.2M | Buy |
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|
2021
Q3 | $45.2M | Buy |
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|
2021
Q2 | $42.6M | Buy |
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|
2021
Q1 | $38.3M | Buy |
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|
2020
Q4 | $26.2M | Buy |
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|
2020
Q3 | $17.7M | Buy |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $9.13M | Buy |
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