Kingswood Wealth Advisors’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 | $2.23M | Sell |
16,453
-4,290
| -21% | -$580K | 0.18% | 124 |
|
|
2025
Q1 | $2.53M | Sell |
20,743
-5,171
| -20% | -$631K | 0.23% | 101 |
|
|
2024
Q4 | $3.34M | Buy |
25,914
+6,699
| +35% | +$863K | 0.25% | 85 |
|
|
2024
Q3 | $2.42M | Sell |
19,215
-3,749
| -16% | -$473K | 0.17% | 130 |
|
|
2024
Q2 | $2.74M | Sell |
22,964
-16
| -0.1% | -$1.91K | 0.25% | 86 |
|
|
2024
Q1 | $2.64M | Buy |
+22,980
| New | +$2.64M | 0.3% | 73 |
|
|
2023
Q3 | – | Sell |
-3,725
| Closed | -$363K | – | 446 |
|
|
2023
Q2 | $363K | Buy |
+3,725
| New | +$363K | 0.12% | 173 |
|