Tanager Wealth Management’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 | $542K | Hold |
4,003
| – | – | 0.06% | 73 |
|
|
2025
Q1 | $488K | Buy |
4,003
+461
| +13% | +$56.2K | 0.06% | 69 |
|
|
2024
Q4 | $456K | Sell |
3,542
-755
| -18% | -$97.3K | 0.06% | 67 |
|
|
2024
Q3 | $542K | Hold |
4,297
| – | – | 0.07% | 62 |
|
|
2024
Q2 | $513K | Hold |
4,297
| – | – | 0.08% | 57 |
|
|
2024
Q1 | $494K | Hold |
4,297
| – | – | 0.08% | 57 |
|
|
2023
Q4 | $451K | Hold |
4,297
| – | – | 0.08% | 56 |
|
|
2023
Q3 | $405K | Buy |
4,297
+271
| +7% | +$25.6K | 0.08% | 53 |
|
|
2023
Q2 | $392K | Hold |
4,026
| – | – | 0.08% | 60 |
|
|
2023
Q1 | $364K | Buy |
4,026
+618
| +18% | +$55.9K | 0.09% | 54 |
|
|
2022
Q4 | $289K | Buy |
+3,408
| New | +$289K | 0.08% | 59 |
|