IFWM
Institute for Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
49,640
-682
| -1% | -$92.3K | 0.75% | 17 |
|
|
2025
Q1 | $6.13M | Sell |
50,322
-367
| -0.7% | -$44.7K | 0.79% | 15 |
|
|
2024
Q4 | $6.53M | Buy |
50,689
+3,224
| +7% | +$415K | 0.82% | 16 |
|
|
2024
Q3 | $5.99M | Buy |
47,465
+2,835
| +6% | +$358K | 0.76% | 18 |
|
|
2024
Q2 | $5.33M | Buy |
44,630
+860
| +2% | +$103K | 0.71% | 19 |
|
|
2024
Q1 | $5.03M | Sell |
43,770
-730
| -2% | -$83.9K | 0.65% | 24 |
|
|
2023
Q4 | $4.67M | Sell |
44,500
-680
| -2% | -$71.3K | 0.76% | 17 |
|
|
2023
Q3 | $4.24M | Buy |
45,180
+2,253
| +5% | +$212K | 0.77% | 16 |
|
|
2023
Q2 | $4.18M | Buy |
42,927
+3,157
| +8% | +$308K | 0.71% | 19 |
|
|
2023
Q1 | $3.6M | Buy |
39,770
+1,134
| +3% | +$103K | 0.69% | 24 |
|
|
2022
Q4 | $3.27M | Sell |
38,636
-3,463
| -8% | -$293K | 0.69% | 25 |
|
|
2022
Q3 | $3.34M | Buy |
42,099
+1,587
| +4% | +$126K | 0.75% | 19 |
|
|
2022
Q2 | $3.4M | Buy |
40,512
+268
| +0.7% | +$22.5K | 0.67% | 23 |
|
|
2022
Q1 | $4.08M | Buy |
40,244
+482
| +1% | +$48.9K | 0.66% | 24 |
|
|
2021
Q4 | $4.29M | Buy |
39,762
+5,212
| +15% | +$562K | 0.7% | 24 |
|
|
2021
Q3 | $3.4M | Buy |
34,550
+3,452
| +11% | +$340K | 0.6% | 30 |
|
|
2021
Q2 | $3.06M | Buy |
31,098
+285
| +0.9% | +$28.1K | 0.54% | 36 |
|
|
2021
Q1 | $2.8M | Buy |
30,813
+3,186
| +12% | +$290K | 0.53% | 40 |
|
|
2020
Q4 | $2.38M | Buy |
27,627
+7,028
| +34% | +$605K | 0.47% | 44 |
|
|
2020
Q3 | $1.57M | Buy |
20,599
+9,758
| +90% | +$744K | 0.36% | 67 |
|
|
2020
Q2 | $759K | Buy |
10,841
+6,614
| +156% | +$463K | 0.19% | 145 |
|
|
2020
Q1 | $243K | Buy |
4,227
+1,109
| +36% | +$63.8K | 0.07% | 320 |
|
|
2019
Q4 | $222K | Buy |
+3,118
| New | +$222K | 0.05% | 404 |
|