Wealthspire Advisors (New York)’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 | $9.46M | Sell |
69,886
-8
| -0% | -$1.08K | 0.05% | 121 |
|
|
2025
Q1 | $8.52M | Sell |
69,894
-1,455
| -2% | -$177K | 0.05% | 126 |
|
|
2024
Q4 | $9.19M | Sell |
71,349
-472
| -0.7% | -$60.8K | 0.09% | 105 |
|
|
2024
Q3 | $9.06M | Buy |
71,821
+57,020
| +385% | +$7.19M | 0.09% | 111 |
|
|
2024
Q2 | $1.77M | Sell |
14,801
-1,988
| -12% | -$237K | 0.02% | 224 |
|
|
2024
Q1 | $1.93M | Sell |
16,789
-1,111
| -6% | -$128K | 0.03% | 202 |
|
|
2023
Q4 | $1.88M | Sell |
17,900
-558
| -3% | -$58.5K | 0.03% | 205 |
|
|
2023
Q3 | $1.73M | Sell |
18,458
-1,520
| -8% | -$143K | 0.03% | 186 |
|
|
2023
Q2 | $1.95M | Sell |
19,978
-799
| -4% | -$77.9K | 0.03% | 156 |
|
|
2023
Q1 | $1.88M | Sell |
20,777
-3,284
| -14% | -$297K | 0.03% | 161 |
|
|
2022
Q4 | $2.04M | Sell |
24,061
-6,833
| -22% | -$579K | 0.04% | 153 |
|
|
2022
Q3 | $2.45M | Buy |
30,894
+21,626
| +233% | +$1.72M | 0.05% | 126 |
|
|
2022
Q2 | $778K | Sell |
9,268
-1,006
| -10% | -$84.4K | 0.02% | 246 |
|
|
2022
Q1 | $1.04M | Sell |
10,274
-2,485
| -19% | -$252K | 0.02% | 186 |
|
|
2021
Q4 | $1.38M | Sell |
12,759
-654
| -5% | -$70.6K | 0.03% | 187 |
|
|
2021
Q3 | $1.32M | Buy |
13,413
+6,396
| +91% | +$630K | 0.03% | 213 |
|
|
2021
Q2 | $691K | Sell |
7,017
-966
| -12% | -$95.1K | 0.02% | 197 |
|
|
2021
Q1 | $725K | Buy |
7,983
+4,549
| +132% | +$413K | 0.02% | 314 |
|
|
2020
Q4 | $295K | Sell |
3,434
-30
| -0.9% | -$2.58K | 0.01% | 439 |
|
|
2020
Q3 | $264K | Sell |
3,464
-485
| -12% | -$37K | 0.02% | 244 |
|
|
2020
Q2 | $276K | Sell |
3,949
-35
| -0.9% | -$2.45K | 0.02% | 217 |
|
|
2020
Q1 | $229K | Buy |
3,984
+160
| +4% | +$9.2K | 0.01% | 450 |
|
|
2019
Q4 | $273K | Hold |
3,824
| – | – | 0.02% | 161 |
|
|
2019
Q3 | $250K | Buy |
3,824
+30
| +0.8% | +$1.96K | 0.02% | 134 |
|
|
2019
Q2 | $245K | Buy |
+3,794
| New | +$245K | 0.02% | 83 |
|
|
2019
Q1 | – | Sell |
-1,336
| Closed | -$73K | – | 283 |
|
|
2018
Q4 | $73K | Buy |
+1,336
| New | +$73K | 0.01% | 142 |
|