RKL 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 | $498K | Sell |
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|
2025
Q2 | $505K | Buy |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | $205K | Buy |
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