Wealth Enhancement Advisory Services’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 | $30.8M | Buy |
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|
2025
Q2 | $28.6M | Buy |
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|
2025
Q1 | $25M | Buy |
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|
2024
Q4 | $26M | Sell |
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|
2024
Q3 | $25.9M | Buy |
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|
2024
Q2 | $20.2M | Sell |
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|
2024
Q1 | $21.3M | Sell |
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|
2023
Q4 | $21.7M | Sell |
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|
2023
Q3 | $24.1M | Buy |
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|
2023
Q2 | $5.31M | Buy |
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|
2023
Q1 | $4.18M | Buy |
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|
2022
Q4 | $3.12M | Sell |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $680K | Buy |
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|
2020
Q2 | $624K | Buy |
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|
2020
Q1 | $462K | Buy |
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|
2019
Q4 | $288K | Buy |
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