Gerber Kawasaki Wealth & Investment Management’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 | $1.18M | Buy |
8,685
+439
| +5% | +$59.4K | 0.05% | 139 |
|
|
2025
Q1 | $1.01M | Buy |
8,246
+251
| +3% | +$30.6K | 0.05% | 137 |
|
|
2024
Q4 | $1.03M | Sell |
7,995
-278
| -3% | -$35.8K | 0.04% | 141 |
|
|
2024
Q3 | $1.04M | Sell |
8,273
-186
| -2% | -$23.5K | 0.05% | 133 |
|
|
2024
Q2 | $1.01M | Sell |
8,459
-609
| -7% | -$72.7K | 0.05% | 130 |
|
|
2024
Q1 | $1.04M | Sell |
9,068
-1,940
| -18% | -$223K | 0.06% | 130 |
|
|
2023
Q4 | $1.15M | Buy |
11,008
+3,067
| +39% | +$322K | 0.07% | 128 |
|
|
2023
Q3 | $746K | Buy |
7,941
+4,406
| +125% | +$414K | 0.05% | 141 |
|
|
2023
Q2 | $345K | Sell |
3,535
-6,402
| -64% | -$624K | 0.02% | 187 |
|
|
2023
Q1 | $899K | Buy |
9,937
+182
| +2% | +$16.5K | 0.07% | 136 |
|
|
2022
Q4 | $827K | Buy |
+9,755
| New | +$827K | 0.07% | 134 |
|
|
2022
Q3 | – | Sell |
-2,386
| Closed | -$200K | – | 243 |
|
|
2022
Q2 | $200K | Sell |
2,386
-699
| -23% | -$58.6K | 0.02% | 231 |
|
|
2022
Q1 | $312K | Sell |
3,085
-5,615
| -65% | -$568K | 0.03% | 201 |
|
|
2021
Q4 | $938K | Buy |
8,700
+8,659
| +21,120% | +$934K | 0.07% | 118 |
|
|
2021
Q3 | $41K | Sell |
41
-4,594
| -99% | -$4.59M | 0.01% | 346 |
|
|
2021
Q2 | $456K | Buy |
4,635
+1,566
| +51% | +$154K | 0.05% | 154 |
|
|
2021
Q1 | $278K | Buy |
3,069
+511
| +20% | +$46.3K | 0.03% | 173 |
|
|
2020
Q4 | $220K | Buy |
+2,558
| New | +$220K | 0.03% | 164 |
|