Traphagen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $901K | Sell |
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|
2025
Q2 | $865K | Sell |
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2025
Q1 | $880K | Sell |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $940K | Sell |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $787K | Buy |
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|
2023
Q3 | $702K | Hold |
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|
2023
Q2 | $729K | Sell |
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|
2023
Q1 | $915K | Buy |
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|
2022
Q4 | $836K | Buy |
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