Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $545K | Buy |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $796K | Buy |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $914K | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $600K | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $54K | Buy |
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