EWA
EverSource Wealth 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 | $913K | Sell |
6,748
-12
| -0.2% | -$1.62K | 0.04% | 298 |
|
|
2025
Q1 | $824K | Buy |
6,760
+362
| +6% | +$44.1K | 0.05% | 281 |
|
|
2024
Q4 | $824K | Sell |
6,398
-262
| -4% | -$33.8K | 0.05% | 272 |
|
|
2024
Q3 | $840K | Sell |
6,660
-127
| -2% | -$16K | 0.05% | 245 |
|
|
2024
Q2 | $822K | Buy |
6,787
+2,684
| +65% | +$325K | 0.05% | 242 |
|
|
2024
Q1 | $452K | Sell |
4,103
-2,483
| -38% | -$274K | 0.04% | 285 |
|
|
2023
Q4 | $691K | Sell |
6,586
-333
| -5% | -$34.9K | 0.06% | 208 |
|
|
2023
Q3 | $650K | Sell |
6,919
-2,996
| -30% | -$281K | 0.07% | 198 |
|
|
2023
Q2 | $966K | Sell |
9,915
-613
| -6% | -$59.7K | 0.11% | 158 |
|
|
2023
Q1 | $952K | Sell |
10,528
-11,506
| -52% | -$1.04M | 0.12% | 148 |
|
|
2022
Q4 | $1.87M | Sell |
22,034
-2,364
| -10% | -$200K | 0.28% | 79 |
|
|
2022
Q3 | $1.94M | Buy |
24,398
+2,432
| +11% | +$193K | 0.44% | 42 |
|
|
2022
Q2 | $1.84M | Buy |
21,966
+2,521
| +13% | +$212K | 0.48% | 42 |
|
|
2022
Q1 | $1.97M | Buy |
19,445
+979
| +5% | +$99.2K | 0.5% | 40 |
|
|
2021
Q4 | $1.99M | Buy |
+18,466
| New | +$1.99M | 0.56% | 36 |
|