Maia Wealth’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 | $5.44M | Sell |
40,239
-1,975
| -5% | -$267K | 1.04% | 20 |
|
2025
Q1 | $4.95M | Sell |
42,214
-3,460
| -8% | -$406K | 1.12% | 19 |
|
2024
Q4 | $6.02M | Buy |
45,674
+1,571
| +4% | +$207K | 1.3% | 17 |
|
2024
Q3 | $5.6M | Sell |
44,103
-4,317
| -9% | -$549K | 1.38% | 14 |
|
2024
Q2 | $5.96M | Buy |
+48,420
| New | +$5.96M | 1.79% | 10 |
|
2023
Q4 | $11M | Buy |
+104,366
| New | +$11M | 4.42% | 2 |
|