IAG 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
Q2 | $13.5K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 319 |
|
|
2024
Q4 | $12.9K | Sell |
100
-105
| -51% | -$13.5K | ﹤0.01% | 316 |
|
|
2024
Q3 | $25.9K | Sell |
205
-275
| -57% | -$34.7K | ﹤0.01% | 252 |
|
|
2024
Q2 | $57.3K | Hold |
480
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $55.2K | Hold |
480
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $50.4K | Hold |
480
| – | – | 0.01% | 157 |
|
|
2023
Q3 | $45.1K | Sell |
480
-146
| -23% | -$13.7K | 0.01% | 158 |
|
|
2023
Q2 | $61K | Hold |
626
| – | – | 0.02% | 150 |
|
|
2023
Q1 | $56.6K | Hold |
626
| – | – | 0.02% | 135 |
|
|
2022
Q4 | $53.1K | Hold |
626
| – | – | 0.02% | 139 |
|
|
2022
Q3 | $50K | Hold |
626
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $53K | Sell |
626
-263
| -30% | -$22.3K | 0.02% | 122 |
|
|
2022
Q1 | $90K | Hold |
889
| – | – | 0.03% | 95 |
|
|
2021
Q4 | $96K | Buy |
+889
| New | +$96K | 0.03% | 88 |
|