Planning Alternatives’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
Q2 | $4.26M | Buy |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $3.82M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3.21M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.73M | Sell |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $2.53M | Hold |
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|
2023
Q1 | $2.35M | Hold |
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|
2022
Q4 | $2.2M | Sell |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $313K | Buy |
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