Rede 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 | $306K | Hold |
2,261
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $276K | Hold |
2,261
| – | – | 0.1% | 86 |
|
|
2024
Q4 | $291K | Sell |
2,261
-75
| -3% | -$9.66K | 0.11% | 86 |
|
|
2024
Q3 | $295K | Hold |
2,336
| – | – | 0.11% | 83 |
|
|
2024
Q2 | $279K | Hold |
2,336
| – | – | 0.26% | 85 |
|
|
2024
Q1 | $269K | Sell |
2,336
-14
| -0.6% | -$1.61K | 0.11% | 85 |
|
|
2023
Q4 | $247K | Sell |
2,350
-119
| -5% | -$12.5K | 0.12% | 84 |
|
|
2023
Q3 | $232K | Hold |
2,469
| – | – | 0.12% | 74 |
|
|
2023
Q2 | $241K | Hold |
2,469
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $223K | Sell |
2,469
-942
| -28% | -$85.2K | 0.12% | 86 |
|
|
2022
Q4 | $289K | Sell |
3,411
-3,290
| -49% | -$279K | 0.15% | 74 |
|
|
2022
Q3 | $532K | Sell |
6,701
-400
| -6% | -$31.8K | 0.32% | 40 |
|
|
2022
Q2 | $596K | Sell |
7,101
-20,478
| -74% | -$1.72M | 0.35% | 38 |
|
|
2022
Q1 | $2.8M | Buy |
27,579
+1,602
| +6% | +$162K | 1.31% | 8 |
|
|
2021
Q4 | $2.8M | Buy |
25,977
+349
| +1% | +$37.7K | 1.41% | 8 |
|
|
2021
Q3 | $2.52M | Buy |
25,628
+1,663
| +7% | +$164K | 1.34% | 9 |
|
|
2021
Q2 | $2.36M | Buy |
23,965
+1,384
| +6% | +$136K | 1.26% | 8 |
|
|
2021
Q1 | $2.05M | Buy |
22,581
+2,479
| +12% | +$225K | 1.19% | 10 |
|
|
2020
Q4 | $1.73M | Buy |
+20,102
| New | +$1.73M | 1.18% | 12 |
|