Silvia McColl Wealth Management’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 | $856K | Sell |
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|
2025
Q2 | $856K | Sell |
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|
2025
Q1 | $789K | Hold |
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|
2024
Q4 | $834K | Buy |
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|
2024
Q3 | $815K | Sell |
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|
2024
Q2 | $930K | Buy |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $880K | Buy |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $1.41M | Buy |
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