TRUE Private Wealth 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
Q3 | – | Sell |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $958K | Sell |
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|
2022
Q4 | $2.66M | Sell |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.92M | Sell |
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|
2022
Q1 | $3.4M | Sell |
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|
2021
Q4 | $4.51M | Buy |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $1.91M | Sell |
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|
2020
Q4 | $2.63M | Sell |
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|
2020
Q3 | $2.65M | Sell |
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|
2020
Q2 | $3.19M | Buy |
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|
2020
Q1 | $1.51M | Buy |
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