Sound View Wealth Advisors Group’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
Q2 | $361K | Sell |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $832K | Sell |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $678K | Hold |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $653K | Sell |
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|
2022
Q4 | $762K | Sell |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $619K | Hold |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $352K | Buy |
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