CA
CWC 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 | $1.28M | Sell |
9,489
-21
| -0.2% | -$2.84K | 0.66% | 38 |
|
|
2025
Q1 | $1.16M | Buy |
9,510
+17
| +0.2% | +$2.07K | 0.66% | 42 |
|
|
2024
Q4 | $1.22M | Sell |
9,493
-302
| -3% | -$38.9K | 1.22% | 21 |
|
|
2024
Q3 | $1.24M | Buy |
+9,795
| New | +$1.24M | 1.22% | 24 |
|