Sage Financial Group’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 | $301K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $246K | Buy |
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