Destiny Wealth Partners’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 | $801K | Sell |
5,923
-112
| -2% | -$15.2K | 0.11% | 95 |
|
|
2025
Q1 | $736K | Hold |
6,035
| – | – | 0.12% | 93 |
|
|
2024
Q4 | $777K | Sell |
6,035
-100
| -2% | -$12.9K | 0.13% | 93 |
|
|
2024
Q3 | $774K | Sell |
6,135
-49
| -0.8% | -$6.18K | 0.14% | 90 |
|
|
2024
Q2 | $738K | Hold |
6,184
| – | – | 0.13% | 86 |
|
|
2024
Q1 | $711K | Sell |
6,184
-89
| -1% | -$10.2K | 0.13% | 83 |
|
|
2023
Q4 | $646K | Hold |
6,273
| – | – | 0.12% | 84 |
|
|
2023
Q3 | $589K | Hold |
6,273
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $626K | Sell |
6,273
-611
| -9% | -$60.9K | 0.12% | 87 |
|
|
2023
Q1 | $623K | Buy |
6,884
+199
| +3% | +$18K | 0.13% | 86 |
|
|
2022
Q4 | $567K | Sell |
6,685
-1,368
| -17% | -$116K | 0.12% | 92 |
|
|
2022
Q3 | $639K | Sell |
8,053
-329
| -4% | -$26.1K | 0.14% | 85 |
|
|
2022
Q2 | $703K | Hold |
8,382
| – | – | 0.15% | 80 |
|
|
2022
Q1 | $850K | Sell |
8,382
-181
| -2% | -$18.4K | 0.17% | 79 |
|
|
2021
Q4 | $924K | Hold |
8,563
| – | – | 0.18% | 82 |
|
|
2021
Q3 | $843K | Sell |
8,563
-197
| -2% | -$19.4K | 0.17% | 83 |
|
|
2021
Q2 | $863K | Sell |
8,760
-81
| -0.9% | -$7.98K | 0.17% | 94 |
|
|
2021
Q1 | $803K | Sell |
8,841
-102
| -1% | -$9.26K | 0.17% | 81 |
|
|
2020
Q4 | $769K | Buy |
+8,943
| New | +$769K | 0.16% | 82 |
|