Steward Partners Investment Advisory’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 | $4.33M | Buy |
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|
2025
Q2 | $3.37M | Sell |
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|
2025
Q1 | $3.06M | Buy |
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|
2024
Q4 | $2.81M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $2.97M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.24M | Sell |
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|
2023
Q1 | $4.91M | Sell |
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|
2022
Q4 | $16.7M | Sell |
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|
2022
Q3 | $16.6M | Sell |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $20M | Buy |
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|
2021
Q3 | $17.1M | Buy |
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|
2021
Q2 | $14.7M | Buy |
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|
2021
Q1 | $13.4M | Sell |
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|
2020
Q4 | $14M | Buy |
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|
2020
Q3 | $8.41M | Buy |
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|
2020
Q2 | $7.34M | Buy |
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|
2020
Q1 | $3.22M | Buy |
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|
2019
Q4 | $186K | Buy |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $85K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $14K | Buy |
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