Root Financial Partners’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 | $529K | Buy |
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|
2025
Q2 | $484K | Sell |
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2025
Q1 | $460K | Sell |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $426K | Buy |
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