Spectrum Planning & Advisory 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 | $346K | Buy |
|
|||||
|
2025
Q2 | $321K | Buy |
|
|||||
|
2025
Q1 | $259K | Sell |
|
|||||
|
2024
Q4 | $312K | Buy |
|
|||||
|
2024
Q3 | $248K | Sell |
|
|||||
|
2024
Q2 | $675K | Buy |
|
|||||
|
2023
Q4 | $4.77M | Buy |
|
|||||
|
2023
Q3 | $4.23M | Sell |
|
|||||
|
2023
Q2 | $5.86M | Sell |
|
|||||
|
2023
Q1 | $5.93M | Sell |
|
|||||
|
2022
Q4 | $8.98M | Sell |
|
|||||
|
2022
Q3 | $10.8M | Buy |
|
|||||
|
2022
Q2 | $10.7M | Sell |
|
|||||
|
2022
Q1 | $13.5M | Buy |
|
|||||
|
2021
Q4 | $12.5M | Buy |
|
|||||
|
2021
Q3 | $11M | Buy |
|
|||||
|
2021
Q2 | $10.8M | Buy |
|
|||||
|
2021
Q1 | $9.26M | Sell |
|
|||||
|
2020
Q4 | $9.4M | Buy |
|