Waldron Private Wealth’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 | $382K | Hold |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $506K | Buy |
|