APWA
Atlas Private 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 | $724K | Buy |
5,348
+10
| +0.2% | +$1.35K | 0.09% | 104 |
|
|
2025
Q1 | $651K | Sell |
5,338
-8
| -0.1% | -$975 | 0.09% | 96 |
|
|
2024
Q4 | $689K | Sell |
5,346
-780
| -13% | -$100K | 0.1% | 89 |
|
|
2024
Q3 | $773K | Buy |
6,126
+24
| +0.4% | +$3.03K | 0.11% | 76 |
|
|
2024
Q2 | $728K | Buy |
6,102
+3,055
| +100% | +$365K | 0.12% | 78 |
|
|
2024
Q1 | $350K | Sell |
3,047
-3,069
| -50% | -$353K | 0.12% | 78 |
|
|
2023
Q4 | $642K | Buy |
6,116
+29
| +0.5% | +$3.04K | 0.12% | 71 |
|
|
2023
Q3 | $572K | Sell |
6,087
-10
| -0.2% | -$939 | 0.11% | 98 |
|
|
2023
Q2 | $594K | Buy |
6,097
+3,078
| +102% | +$300K | 0.12% | 101 |
|
|
2023
Q1 | $273K | Buy |
3,019
+10
| +0.3% | +$905 | 0.13% | 105 |
|
|
2022
Q4 | $255K | Buy |
3,009
+17
| +0.6% | +$1.44K | 0.14% | 109 |
|
|
2022
Q3 | $238K | Hold |
2,992
| – | – | 0.14% | 114 |
|
|
2022
Q2 | $251K | Buy |
2,992
+6
| +0.2% | +$503 | 0.15% | 112 |
|
|
2022
Q1 | $303K | Buy |
2,986
+6
| +0.2% | +$609 | 0.13% | 107 |
|
|
2021
Q4 | $322K | Buy |
+2,980
| New | +$322K | 0.15% | 115 |
|