AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $587K | Buy |
4,339
+11
| +0.3% | +$1.49K | 0.26% | 42 |
|
|
2025
Q1 | $528K | Buy |
4,328
+11
| +0.3% | +$1.34K | 0.26% | 46 |
|
|
2024
Q4 | $556K | Buy |
4,317
+1,248
| +41% | +$161K | 0.28% | 45 |
|
|
2024
Q3 | $387K | Buy |
3,069
+11
| +0.4% | +$1.39K | 0.2% | 49 |
|
|
2024
Q2 | $365K | Sell |
3,058
-1,220
| -29% | -$146K | 0.21% | 50 |
|
|
2024
Q1 | $492K | Buy |
4,278
+15
| +0.4% | +$1.72K | 0.3% | 40 |
|
|
2023
Q4 | $447K | Buy |
4,263
+31
| +0.7% | +$3.25K | 0.31% | 38 |
|
|
2023
Q3 | $397K | Sell |
4,232
-82
| -2% | -$7.7K | 0.31% | 39 |
|
|
2023
Q2 | $420K | Sell |
4,314
-19,354
| -82% | -$1.89M | 0.31% | 40 |
|
|
2023
Q1 | $2.14M | Sell |
23,668
-23,863
| -50% | -$2.16M | 1.78% | 17 |
|
|
2022
Q4 | $4.03M | Buy |
+47,531
| New | +$4.03M | 3.54% | 8 |
|