Vertex Planning Partners’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 | $279K | Sell |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $6.24M | Buy |
|