SYM Financial Corp’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 | $2.12M | Buy |
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|
2025
Q2 | $1.73M | Hold |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $918K | Buy |
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|
2023
Q4 | $580K | Hold |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $500K | Hold |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $233K | Buy |
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