Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.86M | Hold |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $1.78M | Hold |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $2.2M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $879K | Buy |
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|
2020
Q1 | $676K | Buy |
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