Stephens Inc’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 | $1.27M | Hold |
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|
2025
Q2 | $1.18M | Hold |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $961K | Hold |
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|
2023
Q3 | $860K | Sell |
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|
2023
Q2 | $895K | Hold |
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|
2023
Q1 | $831K | Sell |
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|
2022
Q4 | $792K | Hold |
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|
2022
Q3 | $742K | Hold |
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|
2022
Q2 | $784K | Sell |
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|
2022
Q1 | $958K | Hold |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $930K | Hold |
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|
2021
Q2 | $930K | Buy |
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|
2021
Q1 | $854K | Buy |
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|
2020
Q4 | $803K | Buy |
|