Wealth Architects’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
$8.04M Buy
2025
Q1
$5.67M Buy
2024
Q4
$5.92M Buy
2024
Q3
$5.79M Buy
2024
Q2
$5.26M Buy
2024
Q1
$3.38M Buy
2023
Q4
$3.04M Sell
2023
Q3
$2.82M Buy
2023
Q2
$2.92M Buy
2023
Q1
$1.87M Buy
2022
Q4
$1.56M Buy
2022
Q3
$767K Buy
2022
Q2
$480K Sell
2022
Q1
$589K Buy
2021
Q4
$323K Buy