CWA
Clearview Wealth 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 | $1.65M | Buy |
12,186
+71
| +0.6% | +$9.61K | 1.15% | 23 |
|
|
2025
Q1 | $1.48M | Buy |
12,115
+43
| +0.4% | +$5.24K | 1.1% | 22 |
|
|
2024
Q4 | $1.56M | Buy |
12,072
+82
| +0.7% | +$10.6K | 1.18% | 21 |
|
|
2024
Q3 | $1.51M | Buy |
11,990
+120
| +1% | +$15.1K | 1.17% | 22 |
|
|
2024
Q2 | $1.42M | Sell |
11,870
-3,725
| -24% | -$444K | 1.24% | 20 |
|
|
2024
Q1 | $1.79M | Buy |
15,595
+1,218
| +8% | +$140K | 1.83% | 11 |
|
|
2023
Q4 | $1.51M | Sell |
14,377
-3,025
| -17% | -$317K | 1.76% | 12 |
|
|
2023
Q3 | $1.63M | Sell |
17,402
-10,154
| -37% | -$954K | 2.02% | 9 |
|
|
2023
Q2 | $2.69M | Sell |
27,556
-8,906
| -24% | -$868K | 2.73% | 3 |
|
|
2023
Q1 | $3.3M | Sell |
36,462
-56,190
| -61% | -$5.08M | 3.34% | 3 |
|
|
2022
Q4 | $7.85M | Sell |
92,652
-29,041
| -24% | -$2.46M | 6.07% | 3 |
|
|
2022
Q3 | $9.66M | Buy |
121,693
+3,780
| +3% | +$300K | 7.66% | 3 |
|
|
2022
Q2 | $9.89M | Sell |
117,913
-27,195
| -19% | -$2.28M | 7.41% | 3 |
|
|
2022
Q1 | $14.7M | Buy |
145,108
+31,671
| +28% | +$3.21M | 9.66% | 2 |
|
|
2021
Q4 | $12.2M | Buy |
113,437
+2,784
| +3% | +$300K | 7.46% | 1 |
|
|
2021
Q3 | $10.9M | Buy |
110,653
+2,558
| +2% | +$252K | 6.9% | 1 |
|
|
2021
Q2 | $10.6M | Sell |
108,095
-4,808
| -4% | -$473K | 6.57% | 2 |
|
|
2021
Q1 | $10.3M | Sell |
112,903
-22,019
| -16% | -$2M | 6.66% | 2 |
|
|
2020
Q4 | $11.6M | Buy |
+134,922
| New | +$11.6M | 7.8% | 1 |
|