Valtinson Bruner Financial Planning’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 | $536K | Buy |
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|
2025
Q2 | $412K | Buy |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | $262K | Buy |
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