ARQ Wealth Advisors’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 | $217K | Hold |
1,781
| – | – | 0.07% | 99 |
|
|
2025
Q1 | $217K | Hold |
1,781
| – | – | 0.08% | 94 |
|
|
2024
Q4 | $229K | Sell |
1,781
-1,544
| -46% | -$199K | 0.09% | 91 |
|
|
2024
Q3 | $412K | Sell |
3,325
-21
| -0.6% | -$2.6K | 0.16% | 70 |
|
|
2024
Q2 | $399K | Sell |
3,346
-23
| -0.7% | -$2.74K | 0.17% | 62 |
|
|
2024
Q1 | $387K | Buy |
3,369
+139
| +4% | +$16K | 0.17% | 67 |
|
|
2023
Q4 | $339K | Buy |
+3,230
| New | +$339K | 0.2% | 48 |
|