Oxinas Partners Wealth Management’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
Q3 | $335K | Sell |
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|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $422K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $857K | Sell |
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|
2022
Q1 | $2.55M | Buy |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.15M | Sell |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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