Golden State Wealth 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 | $501K | Sell |
3,700
-640
| -15% | -$86.6K | 0.06% | 236 |
|
|
2025
Q1 | $529K | Sell |
4,340
-1,839
| -30% | -$224K | 0.08% | 196 |
|
|
2024
Q4 | $796K | Buy |
+6,179
| New | +$796K | 0.12% | 141 |
|
|
2022
Q1 | $1.61M | Sell |
15,930
-4,761
| -23% | -$482K | 0.32% | 63 |
|
|
2021
Q4 | $2.23M | Buy |
20,691
+9,620
| +87% | +$1.04M | 0.38% | 46 |
|
|
2021
Q3 | $1.09M | Buy |
11,071
+131
| +1% | +$12.9K | 0.24% | 76 |
|
|
2021
Q2 | $1.08M | Buy |
10,940
+882
| +9% | +$86.8K | 0.24% | 84 |
|
|
2021
Q1 | $914K | Sell |
10,058
-6,279
| -38% | -$571K | 0.3% | 62 |
|
|
2020
Q4 | $1.41M | Buy |
16,337
+8,468
| +108% | +$728K | 0.41% | 49 |
|
|
2020
Q3 | $600K | Sell |
7,869
-13,284
| -63% | -$1.01M | 0.2% | 83 |
|
|
2020
Q2 | $1.09M | Buy |
21,153
+20,216
| +2,158% | +$1.04M | 0.35% | 52 |
|
|
2020
Q1 | $54K | Buy |
+937
| New | +$54K | 0.02% | 351 |
|