Presilium Private Wealth’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 | $1M | Sell |
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|
2025
Q2 | $948K | Sell |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $777K | Buy |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $712K | Sell |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $255K | Buy |
|