WealthShield 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
Q2 | $911K | Sell |
|
|||||
|
2025
Q1 | $852K | Sell |
|
|||||
|
2024
Q4 | $1.5M | Sell |
|
|||||
|
2024
Q3 | $1.58M | Buy |
|
|||||
|
2024
Q2 | $1.47M | Sell |
|
|||||
|
2024
Q1 | $2.68M | Sell |
|
|||||
|
2023
Q4 | $6.47M | Sell |
|
|||||
|
2023
Q3 | $6.5M | Sell |
|
|||||
|
2023
Q2 | $8.13M | Sell |
|
|||||
|
2023
Q1 | $8.47M | Sell |
|
|||||
|
2022
Q4 | $14.1M | Sell |
|
|||||
|
2022
Q3 | $15.1M | Buy |
|
|||||
|
2022
Q2 | $15.4M | Buy |
|
|||||
|
2022
Q1 | $18.5M | Buy |
|
|||||
|
2021
Q4 | $18.8M | Buy |
|
|||||
|
2021
Q3 | $16.4M | Sell |
|
|||||
|
2021
Q2 | $23.5M | Buy |
|
|||||
|
2021
Q1 | $21.4M | Buy |
|
|||||
|
2020
Q4 | $17.8M | Buy |
|
|||||
|
2020
Q3 | $7.04M | Buy |
|
|||||
|
2020
Q2 | $5.68M | Buy |
|
|||||
|
2020
Q1 | $2.36M | Buy |
|