AWA
Amplius 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 | $279K | Buy |
2,063
+169
| +9% | +$22.9K | 0.03% | 158 |
|
|
2025
Q1 | $231K | Hold |
1,894
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $244K | Hold |
1,894
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $239K | Sell |
1,894
-115
| -6% | -$14.5K | 0.03% | 151 |
|
|
2024
Q2 | $240K | Hold |
2,009
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $231K | Buy |
2,009
+42
| +2% | +$4.83K | 0.03% | 155 |
|
|
2023
Q4 | $206K | Buy |
+1,967
| New | +$206K | 0.02% | 164 |
|
|
2022
Q1 | – | Sell |
-1,170
| Closed | -$126K | – | 401 |
|
|
2021
Q4 | $126K | Buy |
+1,170
| New | +$126K | 0.02% | 224 |
|