Wealthstream Advisors’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 | $398K | Hold |
2,944
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $359K | Buy |
2,944
+8
| +0.3% | +$975 | 0.07% | 96 |
|
|
2024
Q4 | $378K | Buy |
2,936
+9
| +0.3% | +$1.16K | 0.07% | 90 |
|
|
2024
Q3 | $369K | Buy |
2,927
+10
| +0.3% | +$1.26K | 0.07% | 90 |
|
|
2024
Q2 | $348K | Buy |
2,917
+7
| +0.2% | +$835 | 0.13% | 86 |
|
|
2024
Q1 | $335K | Buy |
+2,910
| New | +$335K | 0.13% | 91 |
|