Physician Wealth Advisors’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 | $4.37M | Sell |
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|
2025
Q1 | $3.96M | Sell |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $4.3M | Buy |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $8.45M | Buy |
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|
2023
Q3 | $7.19M | Sell |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $9.43M | Sell |
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|
2022
Q4 | $20.8M | Sell |
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|
2022
Q3 | $22.9M | Buy |
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|
2022
Q2 | $24.4M | Sell |
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|
2022
Q1 | $27.6M | Buy |
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|
2021
Q4 | $25.5M | Buy |
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|
2021
Q3 | $22.5M | Buy |
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|
2021
Q2 | $20.7M | Buy |
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|
2021
Q1 | $16.7M | Buy |
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|
2020
Q4 | $15.3M | Buy |
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|
2020
Q3 | $10M | Buy |
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|
2020
Q2 | $7.99M | Sell |
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|
2020
Q1 | $7.15M | Buy |
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