Kingsview 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 | $662K | Sell |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $643K | Buy |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $404K | Buy |
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