Valeo 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 | $6.78M | Sell |
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|
2025
Q2 | $6.53M | Buy |
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|
2025
Q1 | $5.43M | Buy |
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|
2024
Q4 | $5.37M | Sell |
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|
2024
Q3 | $5.26M | Buy |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $4.31M | Sell |
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|
2023
Q3 | $3.94M | Sell |
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|
2023
Q2 | $4.14M | Hold |
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|
2023
Q1 | $3.84M | Buy |
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