Quadrant Private 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
Q2 | $806K | Sell |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $760K | Sell |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $453K | Buy |
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|
2020
Q2 | $333K | Buy |
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