AO
Advisor OS’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
Q1 | – | Sell |
-2,972
| Closed | -$383K | – | 436 |
|
|
2024
Q4 | $383K | Buy |
2,972
+375
| +14% | +$48.3K | 0.04% | 271 |
|
|
2024
Q3 | $328K | Buy |
2,597
+33
| +1% | +$4.16K | 0.03% | 310 |
|
|
2024
Q2 | $306K | Buy |
2,564
+227
| +10% | +$27.1K | 0.03% | 302 |
|
|
2024
Q1 | $269K | Buy |
2,337
+143
| +7% | +$16.4K | 0.03% | 327 |
|
|
2023
Q4 | $230K | Buy |
+2,194
| New | +$230K | 0.03% | 302 |
|