Avantax Planning Partners’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 | $338K | Hold |
2,500
| – | – | 0.01% | 332 |
|
|
2025
Q1 | $305K | Hold |
2,500
| – | – | 0.01% | 336 |
|
|
2024
Q4 | $322K | Buy |
2,500
+1
| +0% | +$129 | 0.01% | 323 |
|
|
2024
Q3 | $315K | Sell |
2,499
-48
| -2% | -$6.06K | 0.01% | 323 |
|
|
2024
Q2 | $304K | Sell |
2,547
-44
| -2% | -$5.25K | 0.01% | 356 |
|
|
2024
Q1 | $298K | Buy |
+2,591
| New | +$298K | 0.01% | 362 |
|