MWM
Maripau 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 | $215K | Sell |
1,586
-705
| -31% | -$95.4K | 0.11% | 152 |
|
|
2025
Q1 | $279K | Sell |
2,291
-1,391
| -38% | -$170K | 0.16% | 107 |
|
|
2024
Q4 | $474K | Buy |
+3,682
| New | +$474K | 0.28% | 76 |
|
|
2024
Q3 | – | Sell |
-5,724
| Closed | -$683K | – | 70 |
|
|
2024
Q2 | $683K | Sell |
5,724
-2,513
| -31% | -$300K | 0.47% | 51 |
|
|
2024
Q1 | $947K | Sell |
8,237
-8,984
| -52% | -$1.03M | 0.71% | 32 |
|
|
2023
Q4 | $1.81M | Sell |
17,221
-762
| -4% | -$80K | 1.57% | 15 |
|
|
2023
Q3 | $1.69M | Sell |
17,983
-12,518
| -41% | -$1.18M | 1.55% | 16 |
|
|
2023
Q2 | $2.97M | Sell |
30,501
-34,040
| -53% | -$3.32M | 2.65% | 10 |
|
|
2023
Q1 | $5.84M | Sell |
64,541
-1,726
| -3% | -$156K | 6.07% | 4 |
|
|
2022
Q4 | $5.71M | Sell |
66,267
-6,512
| -9% | -$561K | 5.94% | 4 |
|
|
2022
Q3 | $6.24M | Sell |
72,779
-5,840
| -7% | -$501K | 6.73% | 2 |
|
|
2022
Q2 | $7.21M | Sell |
78,619
-22,863
| -23% | -$2.1M | 7.79% | 2 |
|
|
2022
Q1 | $9.73M | Buy |
101,482
+21,611
| +27% | +$2.07M | 8.79% | 2 |
|
|
2021
Q4 | $8.08M | Buy |
+79,871
| New | +$8.08M | 7.65% | 2 |
|