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Bellwether 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 | $301K | Hold |
2,224
| – | – | 0.05% | 103 |
|
|
2025
Q1 | $271K | Hold |
2,224
| – | – | 0.06% | 105 |
|
|
2024
Q4 | $286K | Hold |
2,224
| – | – | 0.05% | 110 |
|
|
2024
Q3 | $281K | Buy |
2,224
+55
| +3% | +$6.94K | 0.05% | 103 |
|
|
2024
Q2 | $259K | Hold |
2,169
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $249K | Buy |
+2,169
| New | +$249K | 0.05% | 109 |
|
|
2023
Q2 | – | Sell |
-1,360
| Closed | -$123K | – | 216 |
|
|
2023
Q1 | $123K | Hold |
1,360
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $115K | Sell |
1,360
-12
| -0.9% | -$1.02K | 0.03% | 148 |
|
|
2022
Q3 | $108K | Hold |
1,372
| – | – | 0.04% | 123 |
|
|
2022
Q2 | $115K | Hold |
1,372
| – | – | 0.04% | 132 |
|
|
2022
Q1 | $139K | Sell |
1,372
-24
| -2% | -$2.43K | 0.04% | 147 |
|
|
2021
Q4 | $150K | Sell |
1,396
-35
| -2% | -$3.76K | 0.05% | 135 |
|
|
2021
Q3 | $140K | Hold |
1,431
| – | – | 0.05% | 159 |
|
|
2021
Q2 | $140K | Buy |
1,431
+862
| +151% | +$84.3K | 0.05% | 140 |
|
|
2021
Q1 | $51K | Hold |
569
| – | – | 0.02% | 167 |
|
|
2020
Q4 | $48K | Buy |
+569
| New | +$48K | 0.02% | 165 |
|