Visionary 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
Q2 | $532K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $503K | Buy |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $678K | Sell |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $2.74M | Sell |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.32M | Buy |
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|
2020
Q1 | $336K | Buy |
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