Horizons 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 | $279K | Hold |
2,061
| – | – | 0.2% | 55 |
|
|
2025
Q1 | $251K | Sell |
2,061
-113
| -5% | -$13.8K | 0.19% | 54 |
|
|
2024
Q4 | $280K | Sell |
2,174
-141
| -6% | -$18.2K | 0.21% | 53 |
|
|
2024
Q3 | $292K | Hold |
2,315
| – | – | 0.22% | 53 |
|
|
2024
Q2 | $279K | Sell |
2,315
-1,427
| -38% | -$172K | 0.22% | 55 |
|
|
2024
Q1 | $393K | Hold |
3,742
| – | – | 0.26% | 44 |
|
|
2023
Q4 | $393K | Sell |
3,742
-277
| -7% | -$29.1K | 0.26% | 44 |
|
|
2023
Q3 | $377K | Buy |
4,019
+1
| +0% | +$94 | 0.28% | 45 |
|
|
2023
Q2 | $390K | Sell |
4,018
-43
| -1% | -$4.17K | 0.28% | 43 |
|
|
2023
Q1 | $367K | Buy |
4,061
+81
| +2% | +$7.33K | 0.27% | 42 |
|
|
2022
Q4 | $338K | Sell |
3,980
-205
| -5% | -$17.4K | 0.27% | 39 |
|
|
2022
Q3 | $332K | Sell |
4,185
-6
| -0.1% | -$476 | 0.31% | 37 |
|
|
2022
Q2 | $400K | Buy |
+4,191
| New | +$400K | 0.33% | 35 |
|