Highline 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
Q1 | – | Sell |
-644
| Closed | -$83K | – | 1029 |
|
|
2024
Q4 | $83K | Hold |
644
| – | – | 0.03% | 107 |
|
|
2024
Q3 | $81.3K | Hold |
644
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $76.8K | Hold |
644
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $74K | Hold |
644
| – | – | 0.03% | 117 |
|
|
2023
Q4 | $67.6K | Hold |
644
| – | – | 0.03% | 120 |
|
|
2023
Q3 | $60.5K | Buy |
+644
| New | +$60.5K | 0.04% | 110 |
|