Summit X LLC’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 | $1.78M | Buy |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $6.83M | Buy |
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|
2023
Q3 | $6.09M | Sell |
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|
2023
Q2 | $8.27M | Sell |
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|
2023
Q1 | $7.9M | Sell |
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|
2022
Q4 | $15.9M | Sell |
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|
2022
Q3 | $16.5M | Buy |
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|
2022
Q2 | $16M | Sell |
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|
2022
Q1 | $19.3M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $14.6M | Buy |
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|
2021
Q2 | $12.6M | Sell |
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|
2021
Q1 | $11.8M | Sell |
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|
2020
Q4 | $12.9M | Buy |
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|
2020
Q3 | $56.1K | Buy |
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|
2020
Q2 | $9.09M | Buy |
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|
2020
Q1 | $4.02M | Buy |
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