Carson Wealth (CWM LLC)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.5M | Sell |
|
|||||
|
2025
Q2 | $42.9M | Sell |
|
|||||
|
2025
Q1 | $45M | Sell |
|
|||||
|
2024
Q4 | $50.9M | Buy |
|
|||||
|
2024
Q3 | $49M | Sell |
|
|||||
|
2024
Q2 | $53.7M | Sell |
|
|||||
|
2024
Q1 | $61.5M | Sell |
|
|||||
|
2023
Q4 | $160M | Sell |
|
|||||
|
2023
Q3 | $144M | Sell |
|
|||||
|
2023
Q2 | $270M | Buy |
|
|||||
|
2023
Q1 | $243M | Sell |
|
|||||
|
2022
Q4 | $605M | Sell |
|
|||||
|
2022
Q3 | $703M | Sell |
|
|||||
|
2022
Q2 | $761M | Buy |
|
|||||
|
2022
Q1 | $910M | Buy |
|
|||||
|
2021
Q4 | $859M | Buy |
|
|||||
|
2021
Q2 | $640M | Hold |
|
|||||
|
2021
Q1 | $640M | Hold |
|
|||||
|
2020
Q4 | $640M | Hold |
|
|||||
|
2020
Q3 | $640M | Hold |
|
|||||
|
2020
Q2 | $640M | Hold |
|
|||||
|
2020
Q1 | $640M | Hold |
|
|||||
|
2019
Q4 | $640M | Hold |
|
|||||
|
2019
Q3 | $640M | Hold |
|
|||||
|
2019
Q2 | $640M | Hold |
|
|||||
|
2019
Q1 | $640M | Buy |
|
|||||
|
2018
Q4 | $2.44M | Buy |
|
|||||
|
2018
Q3 | $2.3M | Buy |
|
|||||
|
2018
Q2 | $1.74M | Buy |
|
|||||
|
2018
Q1 | $885K | Buy |
|
|||||
|
2017
Q4 | $328K | Buy |
|
|||||
|
2017
Q3 | $6K | Buy |
|