U.S. Capital Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $694K | Buy |
|
|||||
|
2025
Q2 | $564K | Sell |
|
|||||
|
2025
Q1 | $597K | Buy |
|
|||||
|
2024
Q4 | $573K | Sell |
|
|||||
|
2024
Q3 | $566K | Sell |
|
|||||
|
2024
Q2 | $553K | Buy |
|
|||||
|
2024
Q1 | $485K | Sell |
|
|||||
|
2023
Q4 | $552K | Buy |
|
|||||
|
2023
Q3 | $488K | Sell |
|
|||||
|
2023
Q2 | $551K | Buy |
|
|||||
|
2023
Q1 | $475K | Sell |
|
|||||
|
2022
Q4 | $534K | Sell |
|
|||||
|
2022
Q3 | $542K | Buy |
|
|||||
|
2022
Q2 | $373K | Buy |
|
|||||
|
2022
Q1 | $222K | Buy |
|