Gerber Kawasaki Wealth & Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Buy |
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|
2025
Q4 | $245K | Sell |
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|
2025
Q3 | $1.19M | Sell |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $899K | Buy |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $938K | Buy |
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|
2021
Q3 | $41K | Sell |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $220K | Buy |
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