Spectrum Asset Management (California)’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 | $1.62M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.3M | Sell |
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|
2023
Q4 | $12.6M | Buy |
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|
2023
Q3 | $5.79M | Sell |
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|
2023
Q2 | $6.19M | Buy |
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|
2023
Q1 | $5.57M | Sell |
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|
2022
Q4 | $5.48M | Sell |
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|
2022
Q3 | $7.51M | Sell |
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|
2022
Q2 | $8.22M | Sell |
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|
2022
Q1 | $11M | Sell |
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|
2021
Q4 | $12.7M | Buy |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $5.31M | Buy |
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|
2020
Q4 | $4.17M | Buy |
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