Tiedemann Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.2M | Buy |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $6.04M | Sell |
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|
2022
Q4 | $5.76M | Buy |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $5.42M | Sell |
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|
2022
Q1 | $7.12M | Buy |
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|
2021
Q4 | $6.41M | Sell |
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|
2021
Q3 | $5.93M | Buy |
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|
2021
Q2 | $5.48M | Buy |
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|
2021
Q1 | $4.7M | Sell |
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|
2020
Q4 | $4.64M | Sell |
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|
2020
Q3 | $4.28M | Sell |
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|
2020
Q2 | $13.3M | Buy |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $668K | Buy |
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