WBH 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
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $782K | Sell |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $959K | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $989K | Buy |
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|
2021
Q2 | $983K | Buy |
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|
2021
Q1 | $876K | Buy |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $678K | Buy |
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|
2020
Q2 | $372K | Buy |
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|
2020
Q1 | $296 | Hold |
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|
2019
Q4 | $367K | Buy |
|