Gen-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 | $384K | Buy |
2,839
+24
| +0.9% | +$3.25K | 0.15% | 154 |
|
|
2025
Q1 | $343K | Sell |
2,815
-8,287
| -75% | -$1.01M | 0.14% | 159 |
|
|
2024
Q4 | $1.43M | Sell |
11,102
-206
| -2% | -$26.5K | 0.61% | 37 |
|
|
2024
Q3 | $1.44M | Buy |
11,308
+292
| +3% | +$37.2K | 0.63% | 30 |
|
|
2024
Q2 | $1.31M | Sell |
11,016
-15,261
| -58% | -$1.82M | 0.64% | 35 |
|
|
2024
Q1 | $3.02M | Buy |
+26,277
| New | +$3.02M | 1.5% | 8 |
|