Certus 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 | $601K | Sell |
4,442
-50
| -1% | -$6.77K | 0.39% | 42 |
|
|
2025
Q1 | $573K | Hold |
4,492
| – | – | 0.39% | 41 |
|
|
2024
Q4 | $596K | Hold |
4,492
| – | – | 0.4% | 41 |
|
|
2024
Q3 | $567K | Sell |
4,492
-22,860
| -84% | -$2.88M | 0.39% | 39 |
|
|
2024
Q2 | $3.26M | Sell |
27,352
-4,381
| -14% | -$523K | 2.48% | 14 |
|
|
2024
Q1 | $3.57M | Sell |
31,733
-4,593
| -13% | -$516K | 2.84% | 11 |
|
|
2023
Q4 | $3.81M | Buy |
36,326
+1,637
| +5% | +$172K | 3.23% | 10 |
|
|
2023
Q3 | $3.26M | Buy |
34,689
+687
| +2% | +$64.5K | 3.12% | 10 |
|
|
2023
Q2 | $3.31M | Buy |
+34,002
| New | +$3.31M | 3.29% | 7 |
|