PWA
Physician Wealth Advisors’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 | $4.37M | Sell |
32,300
-190
| -0.6% | -$25.7K | 0.69% | 31 |
|
|
2025
Q1 | $3.96M | Sell |
32,490
-546
| -2% | -$66.6K | 0.68% | 33 |
|
|
2024
Q4 | $4.26M | Sell |
33,036
-732
| -2% | -$94.3K | 0.72% | 31 |
|
|
2024
Q3 | $4.3M | Buy |
33,768
+193
| +0.6% | +$24.6K | 0.78% | 30 |
|
|
2024
Q2 | $4.17M | Sell |
33,575
-236
| -0.7% | -$29.3K | 0.77% | 31 |
|
|
2024
Q1 | $3.74M | Sell |
33,811
-45,509
| -57% | -$5.03M | 0.79% | 31 |
|
|
2023
Q4 | $8.45M | Buy |
79,320
+3,532
| +5% | +$376K | 1.89% | 11 |
|
|
2023
Q3 | $7.19M | Sell |
75,788
-28,944
| -28% | -$2.75M | 1.85% | 14 |
|
|
2023
Q2 | $10.2M | Buy |
104,732
+1,355
| +1% | +$132K | 2.54% | 9 |
|
|
2023
Q1 | $9.43M | Sell |
103,377
-130,960
| -56% | -$12M | 2.48% | 9 |
|
|
2022
Q4 | $20.8M | Sell |
234,337
-38,559
| -14% | -$3.42M | 5.61% | 3 |
|
|
2022
Q3 | $22.9M | Buy |
272,896
+6,916
| +3% | +$580K | 7.03% | 3 |
|
|
2022
Q2 | $24.4M | Sell |
265,980
-22,376
| -8% | -$2.05M | 7.06% | 3 |
|
|
2022
Q1 | $27.6M | Buy |
288,356
+46,482
| +19% | +$4.46M | 7.34% | 3 |
|
|
2021
Q4 | $25.5M | Buy |
241,874
+22,225
| +10% | +$2.34M | 6.69% | 2 |
|
|
2021
Q3 | $22.5M | Buy |
219,649
+13,094
| +6% | +$1.34M | 6.19% | 2 |
|
|
2021
Q2 | $20.7M | Buy |
206,555
+27,462
| +15% | +$2.75M | 5.92% | 2 |
|
|
2021
Q1 | $16.7M | Buy |
179,093
+9,883
| +6% | +$921K | 5.43% | 4 |
|
|
2020
Q4 | $15.3M | Buy |
169,210
+36,263
| +27% | +$3.28M | 5.21% | 4 |
|
|
2020
Q3 | $10M | Buy |
132,947
+27,872
| +27% | +$2.1M | 4.02% | 4 |
|
|
2020
Q2 | $7.99M | Sell |
105,075
-9,253
| -8% | -$704K | 3.22% | 5 |
|
|
2020
Q1 | $7.15M | Buy |
+114,328
| New | +$7.15M | 3.57% | 4 |
|