SVB Wealth’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
Sell
2025
Q1
$499K Hold
2024
Q4
$528K Buy
2024
Q3
Sell
2024
Q2
$355K Hold
2024
Q1
$342K Sell
2023
Q4
$624K Sell
2023
Q3
$733K Buy
2023
Q2
$727K Sell
2023
Q1
$676K Buy