Crown Wealth Group’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 | $1.13M | Sell |
8,388
-829
| -9% | -$112K | 0.43% | 39 |
|
|
2025
Q1 | $1.12M | Sell |
9,217
-120
| -1% | -$14.6K | 0.58% | 29 |
|
|
2024
Q4 | $1.2M | Sell |
9,337
-515
| -5% | -$66.3K | 0.49% | 32 |
|
|
2024
Q3 | $1.24M | Sell |
9,852
-275
| -3% | -$34.7K | 0.54% | 29 |
|
|
2024
Q2 | $1.21M | Hold |
10,127
| – | – | 0.6% | 28 |
|
|
2024
Q1 | $1.16M | Sell |
10,127
-752
| -7% | -$86.4K | 0.6% | 27 |
|
|
2023
Q4 | $1.14M | Sell |
10,879
-130
| -1% | -$13.6K | 0.69% | 23 |
|
|
2023
Q3 | $1.03M | Sell |
11,009
-435
| -4% | -$40.8K | 0.78% | 23 |
|
|
2023
Q2 | $1.12M | Sell |
11,444
-55,631
| -83% | -$5.42M | 0.88% | 20 |
|
|
2023
Q1 | $6.07M | Sell |
67,075
-8,369
| -11% | -$757K | 5.08% | 6 |
|
|
2022
Q4 | $6.39M | Sell |
75,444
-65,522
| -46% | -$5.55M | 6.01% | 4 |
|
|
2022
Q3 | $11.2M | Sell |
140,966
-22,217
| -14% | -$1.76M | 11.48% | 2 |
|
|
2022
Q2 | $13.7M | Buy |
163,183
+19,245
| +13% | +$1.61M | 12.42% | 2 |
|
|
2022
Q1 | $14.6M | Buy |
143,938
+15,062
| +12% | +$1.53M | 10.16% | 2 |
|
|
2021
Q4 | $13.9M | Buy |
+128,876
| New | +$13.9M | 12.91% | 2 |
|