AWA
Aaron Wealth Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
6,017
| – | – | 0.04% | 328 |
|
|
2025
Q1 | $303K | Hold |
6,017
| – | – | 0.03% | 324 |
|
|
2024
Q4 | $325K | Hold |
6,017
| – | – | 0.04% | 302 |
|
|
2024
Q3 | $321K | Sell |
6,017
-364
| -6% | -$19.4K | 0.04% | 280 |
|
|
2024
Q2 | $326K | Sell |
6,381
-64
| -1% | -$3.27K | 0.05% | 220 |
|
|
2024
Q1 | $318K | Buy |
6,445
+1,130
| +21% | +$55.8K | 0.05% | 214 |
|
|
2023
Q4 | $235K | Hold |
5,315
| – | – | 0.04% | 216 |
|
|
2023
Q3 | $211K | Hold |
5,315
| – | – | 0.03% | 242 |
|
|
2023
Q2 | $216K | Buy |
+5,315
| New | +$216K | 0.03% | 237 |
|
|
2022
Q2 | – | Sell |
-346,860
| Closed | -$8.32M | – | 815 |
|
|
2022
Q1 | $8.32M | Buy |
346,860
+338,538
| +4,068% | +$8.12M | 0.12% | 91 |
|
|
2021
Q4 | $369K | Buy |
8,322
+2,782
| +50% | +$123K | 0.1% | 123 |
|
|
2021
Q3 | $220K | Buy |
+5,540
| New | +$220K | 0.06% | 149 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 147 |
|