Strategic 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 | $172K | Buy |
+1,274
| New | +$172K | 0.01% | 334 |
|
|
2023
Q4 | – | Sell |
-4,756
| Closed | -$447K | – | 284 |
|
|
2023
Q3 | $447K | Hold |
4,756
| – | – | 0.06% | 213 |
|
|
2023
Q2 | $463K | Sell |
4,756
-1,658
| -26% | -$162K | 0.06% | 212 |
|
|
2023
Q1 | $580K | Sell |
6,414
-2,191
| -25% | -$198K | 0.09% | 161 |
|
|
2022
Q4 | $729K | Sell |
8,605
-32,983
| -79% | -$2.8M | 0.14% | 142 |
|
|
2022
Q3 | $3.3M | Buy |
+41,588
| New | +$3.3M | 0.7% | 35 |
|