Wade Financial Advisory’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
Q1 | $625K | Buy |
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|
2024
Q4 | $541K | Sell |
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|
2024
Q3 | $549K | Hold |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $245K | Buy |
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