Kingsview 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 | $636K | Sell |
4,697
-214
| -4% | -$29K | 0.01% | 688 |
|
|
2025
Q1 | $599K | Buy |
4,911
+25
| +0.5% | +$3.05K | 0.01% | 672 |
|
|
2024
Q4 | $629K | Sell |
4,886
-209
| -4% | -$26.9K | 0.01% | 672 |
|
|
2024
Q3 | $643K | Buy |
5,095
+61
| +1% | +$7.7K | 0.01% | 638 |
|
|
2024
Q2 | $601K | Buy |
5,034
+1,404
| +39% | +$168K | 0.01% | 634 |
|
|
2024
Q1 | $417K | Buy |
3,630
+3
| +0.1% | +$345 | 0.01% | 719 |
|
|
2023
Q4 | $381K | Sell |
3,627
-195
| -5% | -$20.5K | 0.01% | 703 |
|
|
2023
Q3 | $359K | Sell |
3,822
-24
| -0.6% | -$2.25K | 0.01% | 703 |
|
|
2023
Q2 | $375K | Sell |
3,846
-397
| -9% | -$38.7K | 0.01% | 671 |
|
|
2023
Q1 | $384K | Sell |
4,243
-27
| -0.6% | -$2.44K | 0.02% | 644 |
|
|
2022
Q4 | $362K | Sell |
4,270
-751
| -15% | -$63.6K | 0.02% | 602 |
|
|
2022
Q3 | $399K | Sell |
5,021
-664
| -12% | -$52.8K | 0.02% | 561 |
|
|
2022
Q2 | $477K | Sell |
5,685
-726
| -11% | -$60.9K | 0.02% | 548 |
|
|
2022
Q1 | $650K | Buy |
6,411
+1,037
| +19% | +$105K | 0.03% | 517 |
|
|
2021
Q4 | $580K | Buy |
5,374
+396
| +8% | +$42.7K | 0.02% | 527 |
|
|
2021
Q3 | $490K | Buy |
4,978
+189
| +4% | +$18.6K | 0.02% | 550 |
|
|
2021
Q2 | $474K | Buy |
4,789
+23
| +0.5% | +$2.28K | 0.02% | 565 |
|
|
2021
Q1 | $438K | Sell |
4,766
-147
| -3% | -$13.5K | 0.02% | 534 |
|
|
2020
Q4 | $423K | Sell |
4,913
-959
| -16% | -$82.6K | 0.03% | 482 |
|
|
2020
Q3 | $448K | Buy |
5,872
+96
| +2% | +$7.32K | 0.04% | 386 |
|
|
2020
Q2 | $404K | Buy |
+5,776
| New | +$404K | 0.04% | 376 |
|