GWP
Gateway Wealth Partners’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 | $203K | Buy |
+1,501
| New | +$203K | 0.04% | 346 |
|
|
2024
Q4 | – | Sell |
-1,771
| Closed | -$223K | – | 295 |
|
|
2024
Q3 | $223K | Buy |
+1,771
| New | +$223K | 0.06% | 258 |
|
|
2024
Q2 | – | Sell |
-2,723
| Closed | -$313K | – | 268 |
|
|
2024
Q1 | $313K | Sell |
2,723
-9,263
| -77% | -$1.07M | 0.11% | 168 |
|
|
2023
Q4 | $1.26M | Buy |
11,986
+1,126
| +10% | +$118K | 0.51% | 53 |
|
|
2023
Q3 | $1.02M | Sell |
10,860
-2,377
| -18% | -$223K | 0.18% | 81 |
|
|
2023
Q2 | $1.29M | Sell |
13,237
-2,286
| -15% | -$223K | 0.23% | 66 |
|
|
2023
Q1 | $1.4M | Sell |
15,523
-22,239
| -59% | -$2.01M | 0.22% | 66 |
|
|
2022
Q4 | $3.2M | Buy |
+37,762
| New | +$3.2M | 0.55% | 34 |
|