Axxcess Wealth Management’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 | $2.41M | Sell |
17,796
-1,548
| -8% | -$209K | 0.06% | 252 |
|
|
2025
Q1 | $2.36M | Sell |
19,344
-896
| -4% | -$109K | 0.06% | 238 |
|
|
2024
Q4 | $2.61M | Buy |
20,240
+3,370
| +20% | +$434K | 0.06% | 227 |
|
|
2024
Q3 | $2.13M | Sell |
16,870
-1,927
| -10% | -$243K | 0.05% | 250 |
|
|
2024
Q2 | $2.24M | Buy |
18,797
+1,565
| +9% | +$187K | 0.06% | 234 |
|
|
2024
Q1 | $1.98M | Buy |
17,232
+863
| +5% | +$99.2K | 0.05% | 252 |
|
|
2023
Q4 | $1.72M | Sell |
16,369
-1,187
| -7% | -$125K | 0.05% | 266 |
|
|
2023
Q3 | $1.65M | Buy |
+17,556
| New | +$1.65M | 0.06% | 233 |
|
|
2022
Q3 | – | Sell |
-2,622
| Closed | -$220K | – | 563 |
|
|
2022
Q2 | $220K | Sell |
2,622
-2,008
| -43% | -$168K | 0.02% | 472 |
|
|
2022
Q1 | $469K | Sell |
4,630
-2,526
| -35% | -$256K | 0.04% | 365 |
|
|
2021
Q4 | $772K | Buy |
+7,156
| New | +$772K | 0.06% | 264 |
|