Syntegra Private 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
Q3 | $575K | Buy |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $573K | Buy |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $672K | Sell |
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|
2022
Q4 | $988K | Buy |
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