MWP
Moller Wealth Partners’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 | $285K | Sell |
2,103
-53
| -2% | -$7.17K | 0.06% | 61 |
|
|
2025
Q1 | $263K | Sell |
2,156
-18
| -0.8% | -$2.19K | 0.07% | 59 |
|
|
2024
Q4 | $280K | Sell |
2,174
-61
| -3% | -$7.86K | 0.07% | 53 |
|
|
2024
Q3 | $282K | Buy |
2,235
+535
| +31% | +$67.5K | 0.07% | 56 |
|
|
2024
Q2 | $203K | Buy |
+1,700
| New | +$203K | 0.05% | 65 |
|
|
2023
Q3 | – | Sell |
-2,069
| Closed | -$202K | – | 49 |
|
|
2023
Q2 | $202K | Buy |
+2,069
| New | +$202K | 0.06% | 49 |
|