Arkadios Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Buy |
|
|||||
|
2025
Q2 | $1.06M | Hold |
|
|||||
|
2025
Q1 | $951K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $236K | Sell |
|
|||||
|
2024
Q2 | $256K | Buy |
|
|||||
|
2024
Q1 | $217K | Sell |
|
|||||
|
2023
Q4 | $305K | Buy |
|
|||||
|
2023
Q3 | $219K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $262K | Sell |
|
|||||
|
2022
Q3 | $277K | Buy |
|
|||||
|
2022
Q2 | $223K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $162K | Buy |
|
|||||
|
2021
Q2 | $124K | Buy |
|
|||||
|
2021
Q1 | $61K | Sell |
|
|||||
|
2020
Q4 | $58K | Buy |
|
|||||
|
2020
Q3 | $50.3K | Buy |
|
|||||
|
2020
Q2 | $22.3K | Buy |
|
|||||
|
2020
Q1 | $9.77K | Buy |
|
|||||
|
2019
Q4 | $11.1K | Buy |
|