Sharkey, Howes & Javer’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 | $16.7M | Buy |
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|
2025
Q2 | $15.1M | Sell |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $21.7M | Sell |
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|
2024
Q3 | $22M | Sell |
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|
2024
Q2 | $21.3M | Sell |
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|
2024
Q1 | $23.7M | Sell |
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|
2023
Q4 | $23.6M | Sell |
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|
2023
Q3 | $22M | Sell |
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|
2023
Q2 | $30.6M | Sell |
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|
2023
Q1 | $33.2M | Sell |
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|
2022
Q4 | $52M | Sell |
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|
2022
Q3 | $64.7M | Buy |
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|
2022
Q2 | $68.3M | Sell |
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|
2022
Q1 | $85.5M | Buy |
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|
2021
Q4 | $85.3M | Buy |
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|
2021
Q3 | $69.3M | Buy |
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|
2021
Q2 | $61.3M | Sell |
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|
2021
Q1 | $56.6M | Sell |
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|
2020
Q4 | $55.6M | Buy |
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|
2020
Q3 | $37.4M | Buy |
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|
2020
Q2 | $30.7M | Buy |
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|
2020
Q1 | $5.26M | Buy |
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