AWS
Aspen Wealth Strategies’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 | $324K | Hold |
2,397
| – | – | 0.2% | 64 |
|
|
2025
Q1 | $292K | Buy |
2,397
+50
| +2% | +$6.1K | 0.19% | 66 |
|
|
2024
Q4 | $302K | Hold |
2,347
| – | – | 0.19% | 60 |
|
|
2024
Q3 | $296K | Hold |
2,347
| – | – | 0.19% | 67 |
|
|
2024
Q2 | $287K | Hold |
2,347
| – | – | 0.2% | 61 |
|
|
2024
Q1 | $270K | Buy |
2,347
+124
| +6% | +$14.3K | 0.19% | 66 |
|
|
2023
Q4 | $233K | Buy |
+2,223
| New | +$233K | 0.17% | 73 |
|