Abound Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
900
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $110K | Sell |
900
-5
| -0.6% | -$610 | 0.04% | 102 |
|
|
2024
Q4 | $117K | Buy |
905
+5
| +0.6% | +$644 | 0.04% | 94 |
|
|
2024
Q3 | $114K | Hold |
900
| – | – | 0.04% | 97 |
|
|
2024
Q2 | $107K | Hold |
900
| – | – | 0.04% | 88 |
|
|
2024
Q1 | $103K | Hold |
900
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $94.4K | Sell |
900
-3
| -0.3% | -$315 | 0.04% | 93 |
|
|
2023
Q3 | $84.8K | Buy |
903
+3
| +0.3% | +$282 | 0.04% | 90 |
|
|
2023
Q2 | $87.7K | Hold |
900
| – | – | 0.04% | 85 |
|
|
2023
Q1 | $81.4K | Hold |
900
| – | – | 0.04% | 90 |
|
|
2022
Q4 | $76.3K | Sell |
900
-402
| -31% | -$34.1K | 0.04% | 81 |
|
|
2022
Q3 | $103K | Buy |
+1,302
| New | +$103K | 0.06% | 58 |
|