Summit Wealth Group’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 | $6.01M | Sell |
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|
2025
Q1 | $5.54M | Buy |
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|
2024
Q4 | $5.74M | Sell |
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|
2024
Q3 | $5.65M | Buy |
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|
2024
Q2 | $5.26M | Sell |
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|
2024
Q1 | $5.26M | Sell |
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|
2023
Q4 | $5.01M | Sell |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $4.68M | Sell |
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|
2023
Q1 | $55K | Buy |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $4.22M | Buy |
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|
2022
Q2 | $3.88M | Buy |
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|
2022
Q1 | $4.51M | Buy |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $457K | Buy |
|