Sage Advisory Services’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 | – | Sell |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $410K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $383K | Sell |
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|
2019
Q1 | $369K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $260K | Buy |
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