AWA
Aaron Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
6,133
-297
| -5% | -$40.2K | 0.08% | 155 |
|
|
2025
Q1 | $784K | Sell |
6,430
-1,837
| -22% | -$224K | 0.09% | 151 |
|
|
2024
Q4 | $1.07M | Sell |
8,267
-1,101
| -12% | -$142K | 0.12% | 111 |
|
|
2024
Q3 | $1.18M | Buy |
9,368
+21
| +0.2% | +$2.65K | 0.14% | 98 |
|
|
2024
Q2 | $1.12M | Buy |
9,347
+416
| +5% | +$49.6K | 0.15% | 88 |
|
|
2024
Q1 | $1.03M | Buy |
8,931
+3,772
| +73% | +$434K | 0.15% | 93 |
|
|
2023
Q4 | $541K | Sell |
5,159
-2,233
| -30% | -$234K | 0.09% | 136 |
|
|
2023
Q3 | $694K | Hold |
7,392
| – | – | 0.09% | 122 |
|
|
2023
Q2 | $720K | Buy |
7,392
+3,484
| +89% | +$340K | 0.09% | 121 |
|
|
2023
Q1 | $353K | Buy |
3,908
+17
| +0.4% | +$1.54K | 0.05% | 186 |
|
|
2022
Q4 | $330K | Sell |
3,891
-1,378
| -26% | -$117K | 0.05% | 185 |
|
|
2022
Q3 | $418K | Buy |
5,269
+1,550
| +42% | +$123K | 0.08% | 131 |
|
|
2022
Q2 | $312K | Buy |
+3,719
| New | +$312K | 0.08% | 146 |
|
|
2021
Q2 | – | Sell |
-2,220
| Closed | -$201K | – | 160 |
|
|
2021
Q1 | $201K | Sell |
2,220
-1,060
| -32% | -$96K | 0.07% | 147 |
|
|
2020
Q4 | $282K | Buy |
+3,280
| New | +$282K | 0.1% | 109 |
|