United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.8M | Buy |
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|
2025
Q2 | $7.28M | Sell |
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|
2025
Q1 | $7.36M | Buy |
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|
2024
Q4 | $7.44M | Sell |
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|
2024
Q3 | $8.3M | Sell |
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|
2024
Q2 | $8.22M | Sell |
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|
2024
Q1 | $8.08M | Sell |
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|
2023
Q4 | $31.3M | Buy |
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|
2023
Q3 | $5.3M | Sell |
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|
2023
Q2 | $5.94M | Sell |
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|
2023
Q1 | $6.05M | Sell |
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|
2022
Q4 | $5.91M | Buy |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $4.1M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.56M | Sell |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $265K | Buy |
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