Signature Estate & Investment Advisors’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 | $338K | Buy |
|
|||||
|
2025
Q2 | $313K | Buy |
|
|||||
|
2025
Q1 | $282K | Buy |
|
|||||
|
2024
Q4 | $297K | Buy |
|
|||||
|
2024
Q3 | $290K | Buy |
|
|||||
|
2024
Q2 | $273K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $594K | Sell |
|
|||||
|
2022
Q1 | $762K | Buy |
|
|||||
|
2021
Q4 | $798K | Buy |
|
|||||
|
2021
Q3 | $681K | Buy |
|
|||||
|
2021
Q2 | $677K | Sell |
|
|||||
|
2021
Q1 | $827K | Buy |
|
|||||
|
2020
Q4 | $692K | Buy |
|
|||||
|
2020
Q3 | $440K | Sell |
|
|||||
|
2020
Q2 | $413K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $332K | Buy |
|
|||||
|
2019
Q3 | $297K | Hold |
|
|||||
|
2019
Q2 | $294K | Buy |
|
|||||
|
2019
Q1 | $265K | Buy |
|
|||||
|
2018
Q4 | $222K | Buy |
|
|||||
|
2018
Q3 | $125K | Buy |
|