WealthPlan Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
26,103
+22,805
| +691% | +$3.09M | 0.26% | 98 |
|
|
2025
Q1 | $402K | Buy |
3,298
+9
| +0.3% | +$1.1K | 0.04% | 196 |
|
|
2024
Q4 | $424K | Buy |
3,289
+136
| +4% | +$17.5K | 0.04% | 185 |
|
|
2024
Q3 | $398K | Buy |
3,153
+11
| +0.4% | +$1.39K | 0.04% | 172 |
|
|
2024
Q2 | $375K | Buy |
3,142
+8
| +0.3% | +$954 | 0.06% | 135 |
|
|
2024
Q1 | $360K | Hold |
3,134
| – | – | 0.06% | 142 |
|
|
2023
Q4 | $329K | Hold |
3,134
| – | – | 0.05% | 147 |
|
|
2023
Q3 | $294K | Buy |
+3,134
| New | +$294K | 0.05% | 145 |
|
|
2023
Q1 | – | Sell |
-15,467
| Closed | -$1.41M | – | 474 |
|
|
2022
Q4 | $1.41M | Buy |
15,467
+950
| +7% | +$86.9K | 0.1% | 149 |
|
|
2022
Q3 | $1.27M | Buy |
+14,517
| New | +$1.27M | 0.09% | 151 |
|
|
2022
Q1 | $3.02M | Buy |
+32,821
| New | +$3.02M | 0.21% | 99 |
|