NWAM LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
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2025
Q1 | $206K | Sell |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $840K | Sell |
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|
2023
Q1 | $4.25M | Sell |
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|
2022
Q4 | $6.39M | Sell |
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|
2022
Q3 | $8M | Buy |
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|
2022
Q2 | $7.88M | Sell |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $12.7M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.8M | Sell |
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|
2021
Q1 | $12.8M | Buy |
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|
2020
Q4 | $7.76M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.63M | Buy |
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