SVWAG
Sound View Wealth Advisors Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
2,666
-670
| -20% | -$90.7K | 0.03% | 320 |
|
|
2025
Q1 | $407K | Hold |
3,336
| – | – | 0.03% | 285 |
|
|
2024
Q4 | $430K | Buy |
3,336
+600
| +22% | +$77.3K | 0.03% | 280 |
|
|
2024
Q3 | $345K | Sell |
2,736
-3,708
| -58% | -$468K | 0.03% | 312 |
|
|
2024
Q2 | $769K | Sell |
6,444
-793
| -11% | -$94.6K | 0.08% | 186 |
|
|
2024
Q1 | $832K | Sell |
7,237
-28
| -0.4% | -$3.22K | 0.09% | 182 |
|
|
2023
Q4 | $762K | Buy |
7,265
+45
| +0.6% | +$4.72K | 0.08% | 192 |
|
|
2023
Q3 | $678K | Hold |
7,220
| – | – | 0.08% | 186 |
|
|
2023
Q2 | $704K | Sell |
7,220
-4
| -0.1% | -$390 | 0.09% | 184 |
|
|
2023
Q1 | $653K | Sell |
7,224
-41
| -0.6% | -$3.71K | 0.09% | 187 |
|
|
2022
Q4 | $762K | Sell |
7,265
-117
| -2% | -$12.3K | 0.08% | 192 |
|
|
2022
Q3 | $586K | Hold |
7,382
| – | – | 0.13% | 145 |
|
|
2022
Q2 | $619K | Hold |
7,382
| – | – | 0.13% | 147 |
|
|
2022
Q1 | $748K | Buy |
7,382
+1,759
| +31% | +$178K | 0.14% | 142 |
|
|
2021
Q4 | $607K | Buy |
5,623
+1,342
| +31% | +$145K | 0.11% | 161 |
|
|
2021
Q3 | $422K | Buy |
4,281
+706
| +20% | +$69.6K | 0.09% | 187 |
|
|
2021
Q2 | $352K | Buy |
+3,575
| New | +$352K | 0.07% | 213 |
|