Wealthcare Advisory 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
Q3 | $885K | Buy |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $604K | Buy |
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|
2024
Q4 | $637K | Sell |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $881K | Sell |
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|
2023
Q1 | $825K | Buy |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $144K | Buy |
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