XML Financial’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 | $773K | Buy |
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|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $643K | Sell |
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|
2024
Q3 | $630K | Buy |
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|
2024
Q2 | $542K | Hold |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $427K | Hold |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $480K | Buy |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $376K | Hold |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $441K | Hold |
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|
2020
Q3 | $391K | Sell |
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|
2020
Q2 | $363K | Buy |
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