Vermillion & White Wealth Management Group’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 | $299K | Sell |
2,211
-450
| -17% | -$60.9K | 0.19% | 48 |
|
|
2025
Q1 | $324K | Hold |
2,661
| – | – | 0.23% | 42 |
|
|
2024
Q4 | $343K | Sell |
2,661
-39
| -1% | -$5.02K | 0.25% | 49 |
|
|
2024
Q3 | $341K | Hold |
2,700
| – | – | 0.25% | 49 |
|
|
2024
Q2 | $322K | Buy |
2,700
+40
| +2% | +$4.77K | 0.24% | 53 |
|
|
2024
Q1 | $306K | Sell |
2,660
-42
| -2% | -$4.83K | 0.24% | 50 |
|
|
2023
Q4 | $283K | Buy |
+2,702
| New | +$283K | 0.27% | 39 |
|