Presilium Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Sell |
7,008
-56
| -0.8% | -$7.58K | 0.19% | 32 |
|
|
2025
Q1 | $861K | Buy |
7,064
+508
| +8% | +$61.9K | 0.19% | 35 |
|
|
2024
Q4 | $845K | Buy |
6,556
+401
| +7% | +$51.7K | 0.19% | 41 |
|
|
2024
Q3 | $777K | Buy |
6,155
+69
| +1% | +$8.71K | 0.18% | 44 |
|
|
2024
Q2 | $726K | Sell |
6,086
-105
| -2% | -$12.5K | 0.18% | 43 |
|
|
2024
Q1 | $712K | Sell |
6,191
-476
| -7% | -$54.7K | 0.19% | 43 |
|
|
2023
Q4 | $700K | Sell |
6,667
-104
| -2% | -$10.9K | 0.2% | 43 |
|
|
2023
Q3 | $636K | Buy |
6,771
+3,742
| +124% | +$351K | 0.2% | 28 |
|
|
2023
Q2 | $295K | Sell |
3,029
-47
| -2% | -$4.58K | 0.1% | 47 |
|
|
2023
Q1 | $278K | Buy |
3,076
+62
| +2% | +$5.61K | 0.11% | 43 |
|
|
2022
Q4 | $255K | Buy |
+3,014
| New | +$255K | 0.11% | 45 |
|