Sowell Financial 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
Q3 | $1.57M | Sell |
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|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $6.97M | Buy |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.95M | Buy |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $5.18M | Sell |
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|
2021
Q1 | $9.82M | Buy |
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|
2020
Q4 | $6.29M | Sell |
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|
2020
Q3 | $6.06M | Sell |
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|
2020
Q2 | $6.03M | Buy |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $953K | Buy |
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|
2019
Q3 | $798K | Buy |
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