Tradition Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $232K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.93M | Buy |
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|
2021
Q2 | $8.59M | Sell |
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|
2021
Q1 | $8.17M | Buy |
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|
2020
Q4 | $7.47M | Buy |
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