RWA Wealth Partners’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 | $518K | Sell |
3,828
-215
| -5% | -$29.1K | 0.01% | 419 |
|
|
2025
Q1 | $493K | Sell |
4,043
-282
| -7% | -$34.4K | 0.01% | 407 |
|
|
2024
Q4 | $557K | Buy |
4,325
+2,422
| +127% | +$312K | 0.01% | 403 |
|
|
2024
Q3 | $240K | Hold |
1,903
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $227K | Hold |
1,903
| – | – | ﹤0.01% | 507 |
|
|
2024
Q1 | $219K | Buy |
+1,903
| New | +$219K | ﹤0.01% | 510 |
|