Valmark Advisers’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 | $1.76M | Buy |
|
|||||
|
2025
Q2 | $1.64M | Buy |
|
|||||
|
2025
Q1 | $1.46M | Sell |
|
|||||
|
2024
Q4 | $1.57M | Buy |
|
|||||
|
2024
Q3 | $1.51M | Sell |
|
|||||
|
2024
Q2 | $1.48M | Buy |
|
|||||
|
2024
Q1 | $989K | Sell |
|
|||||
|
2023
Q4 | $909K | Buy |
|
|||||
|
2023
Q3 | $769K | Hold |
|
|||||
|
2023
Q2 | $798K | Hold |
|
|||||
|
2023
Q1 | $740K | Sell |
|
|||||
|
2022
Q4 | $702K | Sell |
|
|||||
|
2022
Q3 | $730K | Buy |
|
|||||
|
2022
Q2 | $758K | Sell |
|
|||||
|
2022
Q1 | $923K | Sell |
|
|||||
|
2021
Q4 | $1M | Sell |
|
|||||
|
2021
Q3 | $948K | Buy |
|
|||||
|
2021
Q2 | $776K | Buy |
|
|||||
|
2021
Q1 | $569K | Buy |
|
|||||
|
2020
Q4 | $527K | Buy |
|
|||||
|
2020
Q3 | $421K | Buy |
|