Carolinas Wealth Consulting’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 | – | Sell |
-191
| Closed | -$23.3K | – | 285 |
|
|
2025
Q1 | $23.3K | Hold |
191
| – | – | 0.01% | 439 |
|
|
2024
Q4 | $24.6K | Hold |
191
| – | – | ﹤0.01% | 448 |
|
|
2024
Q3 | $24.1K | Hold |
191
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $22.8K | Hold |
191
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $22K | Hold |
191
| – | – | ﹤0.01% | 471 |
|
|
2023
Q4 | $20K | Hold |
191
| – | – | ﹤0.01% | 441 |
|
|
2023
Q3 | $17.5K | Hold |
191
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $18.6K | Hold |
191
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $17.3K | Hold |
191
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $16.2K | Buy |
+191
| New | +$16.2K | ﹤0.01% | 535 |
|