BKM Wealth Management’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 | $257K | Hold |
1,900
| – | – | 0.1% | 138 |
|
|
2025
Q1 | $232K | Sell |
1,900
-488
| -20% | -$59.5K | 0.1% | 144 |
|
|
2024
Q4 | $308K | Hold |
2,388
| – | – | 0.13% | 132 |
|
|
2024
Q3 | $301K | Hold |
2,388
| – | – | 0.12% | 132 |
|
|
2024
Q2 | $285K | Hold |
2,388
| – | – | 0.14% | 129 |
|
|
2024
Q1 | $275K | Hold |
2,388
| – | – | 0.12% | 136 |
|
|
2023
Q4 | $251K | Buy |
+2,388
| New | +$251K | 0.11% | 142 |
|