True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $3.35M | Sell |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $34.9M | Sell |
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|
2022
Q4 | $41.6M | Sell |
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|
2022
Q3 | $40.2M | Sell |
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|
2022
Q2 | $42.8M | Sell |
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|
2022
Q1 | $52.1M | Buy |
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|
2021
Q4 | $44.5M | Buy |
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|
2021
Q3 | $40.6M | Buy |
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|
2021
Q2 | $39.6M | Sell |
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|
2021
Q1 | $38.7M | Buy |
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|
2020
Q4 | $32.5M | Buy |
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