Seven Post Investment Office’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 | $369K | Hold |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $257K | Buy |
|