PWMG
Pioneer Wealth Management Group’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 | $2.36M | Buy |
17,414
+1,411
| +9% | +$191K | 0.87% | 15 |
|
|
2025
Q1 | $1.95M | Buy |
+16,003
| New | +$1.95M | 0.84% | 16 |
|
|
2024
Q3 | $1.75M | Sell |
13,862
-518
| -4% | -$65.4K | 0.83% | 19 |
|
|
2024
Q2 | $1.72M | Buy |
14,380
+723
| +5% | +$86.3K | 0.91% | 19 |
|
|
2024
Q1 | $1.57M | Sell |
13,657
-950
| -7% | -$109K | 0.9% | 20 |
|
|
2023
Q4 | $1.53M | Buy |
14,607
+1,206
| +9% | +$127K | 0.95% | 20 |
|
|
2023
Q3 | $1.26M | Sell |
13,401
-775
| -5% | -$72.8K | 0.96% | 22 |
|
|
2023
Q2 | $1.38M | Buy |
14,176
+214
| +2% | +$20.9K | 1.1% | 21 |
|
|
2023
Q1 | $1.26M | Buy |
13,962
+2,309
| +20% | +$209K | 1.12% | 19 |
|
|
2022
Q4 | $988K | Buy |
+11,653
| New | +$988K | 0.93% | 24 |
|