Tempus Wealth Planning’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 | $1.47M | Buy |
10,891
+709
| +7% | +$95.9K | 0.37% | 75 |
|
|
2025
Q1 | $1.24M | Sell |
10,182
-2,477
| -20% | -$302K | 0.37% | 80 |
|
|
2024
Q4 | $1.63M | Sell |
12,659
-2,971
| -19% | -$383K | 0.5% | 51 |
|
|
2024
Q3 | $1.97M | Sell |
15,630
-961
| -6% | -$121K | 0.72% | 35 |
|
|
2024
Q2 | $1.98M | Sell |
16,591
-1,674
| -9% | -$200K | 0.83% | 28 |
|
|
2024
Q1 | $2.1M | Sell |
18,265
-1,105
| -6% | -$127K | 0.92% | 24 |
|
|
2023
Q4 | $2.03M | Sell |
19,370
-1,026
| -5% | -$108K | 0.89% | 27 |
|
|
2023
Q3 | $1.92M | Sell |
20,396
-2,941
| -13% | -$276K | 0.96% | 20 |
|
|
2023
Q2 | $2.27M | Sell |
23,337
-2,490
| -10% | -$243K | 1.03% | 22 |
|
|
2023
Q1 | $2.34M | Sell |
25,827
-265
| -1% | -$24K | 1.14% | 16 |
|
|
2022
Q4 | $2.21M | Sell |
26,092
-2,538
| -9% | -$215K | 1.34% | 14 |
|
|
2022
Q3 | $2.27M | Buy |
28,630
+20,748
| +263% | +$1.65M | 1.52% | 11 |
|
|
2022
Q2 | $661K | Buy |
+7,882
| New | +$661K | 0.54% | 50 |
|