Vision Capital Management’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
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.98M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $2.4M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $839K | Buy |
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|
2019
Q4 | $577K | Buy |
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