Elevate Wealth Advisory’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 | $23.8K | Hold |
176
| – | – | 0.02% | 113 |
|
|
2025
Q1 | $21.5K | Hold |
176
| – | – | 0.02% | 108 |
|
|
2024
Q4 | $22.7K | Hold |
176
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $22.2K | Hold |
176
| – | – | 0.02% | 102 |
|
|
2024
Q2 | $21K | Hold |
176
| – | – | 0.02% | 96 |
|
|
2024
Q1 | $20.2K | Hold |
176
| – | – | 0.02% | 93 |
|
|
2023
Q4 | $18.5K | Buy |
+176
| New | +$18.5K | 0.02% | 96 |
|