Waypoint Wealth Partners’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 | $6.25M | Sell |
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|
2025
Q1 | $7.15M | Buy |
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|
2024
Q4 | $5.97M | Sell |
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|
2024
Q3 | $5.93M | Sell |
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|
2024
Q2 | $5.61M | Hold |
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|
2024
Q1 | $5.41M | Sell |
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|
2023
Q4 | $4.95M | Sell |
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|
2023
Q3 | $4.44M | Hold |
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|
2023
Q2 | $4.61M | Hold |
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|
2023
Q1 | $4.28M | Sell |
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|
2022
Q4 | $5.85M | Sell |
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|
2022
Q3 | $12M | Buy |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $6.45M | Sell |
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|
2021
Q4 | $7.21M | Sell |
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|
2021
Q3 | $6.59M | Buy |
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|
2021
Q2 | $6.53M | Sell |
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|
2021
Q1 | $6.03M | Hold |
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|
2020
Q4 | $5.71M | Buy |
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