TSA 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 | $954K | Sell |
7,052
-10
| -0.1% | -$1.35K | 0.35% | 41 |
|
|
2025
Q1 | $861K | Sell |
7,062
-55
| -0.8% | -$6.71K | 0.34% | 36 |
|
|
2024
Q4 | $917K | Sell |
7,117
-46
| -0.6% | -$5.93K | 0.37% | 34 |
|
|
2024
Q3 | $904K | Hold |
7,163
| – | – | 0.36% | 33 |
|
|
2024
Q2 | $855K | Sell |
7,163
-259
| -3% | -$30.9K | 0.36% | 34 |
|
|
2024
Q1 | $853K | Sell |
7,422
-21,535
| -74% | -$2.48M | 0.37% | 33 |
|
|
2023
Q4 | $3.04M | Buy |
+28,957
| New | +$3.04M | 1.42% | 18 |
|