Clearview Wealth Advisors’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
Q2 | $1.65M | Buy |
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2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $3.3M | Sell |
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|
2022
Q4 | $7.85M | Sell |
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|
2022
Q3 | $9.66M | Buy |
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|
2022
Q2 | $9.89M | Sell |
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|
2022
Q1 | $14.7M | Buy |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.6M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $11.6M | Buy |
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