Stratos Wealth Partners’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 | $4.73M | Sell |
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|
2025
Q2 | $4.41M | Sell |
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|
2025
Q1 | $4.45M | Sell |
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|
2024
Q4 | $4.83M | Sell |
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|
2024
Q3 | $4.87M | Buy |
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|
2024
Q2 | $4.6M | Sell |
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|
2024
Q1 | $4.49M | Buy |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $3.88M | Sell |
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|
2023
Q2 | $4.1M | Sell |
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|
2023
Q1 | $4.82M | Sell |
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|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $21.2M | Buy |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $16.4M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $964K | Sell |
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|
2020
Q4 | $975K | Buy |
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|
2020
Q3 | $823K | Buy |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $568K | Buy |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $245K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $65K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10K | Buy |
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