West Wealth Group’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 | $1.58M | Sell |
11,384
-45
| -0.4% | -$6.23K | 0.39% | 32 |
|
|
2025
Q1 | $1.4M | Sell |
11,429
-432
| -4% | -$52.9K | 0.41% | 29 |
|
|
2024
Q4 | $1.53M | Sell |
11,861
-2,671
| -18% | -$344K | 0.46% | 28 |
|
|
2024
Q3 | $1.83M | Sell |
14,532
-1,808
| -11% | -$228K | 0.59% | 22 |
|
|
2024
Q2 | $1.95M | Sell |
16,340
-4,238
| -21% | -$506K | 0.69% | 23 |
|
|
2024
Q1 | $2.37M | Sell |
20,578
-98,249
| -83% | -$11.3M | 0.88% | 19 |
|
|
2023
Q4 | $12.5M | Sell |
118,827
-37
| -0% | -$3.88K | 4.92% | 4 |
|
|
2023
Q3 | $11.2M | Sell |
118,864
-39,401
| -25% | -$3.7M | 4.87% | 5 |
|
|
2023
Q2 | $15.4M | Buy |
158,265
+4,007
| +3% | +$391K | 6.53% | 4 |
|
|
2023
Q1 | $14M | Sell |
154,258
-264,489
| -63% | -$23.9M | 6.46% | 4 |
|
|
2022
Q4 | $35.5M | Sell |
418,747
-63,373
| -13% | -$5.37M | 17.64% | 2 |
|
|
2022
Q3 | $38.3M | Sell |
482,120
-11,828
| -2% | -$939K | 19.41% | 2 |
|
|
2022
Q2 | $41.4M | Buy |
493,948
+7,058
| +1% | +$592K | 19.21% | 2 |
|
|
2022
Q1 | $49.3M | Buy |
486,890
+68,581
| +16% | +$6.95M | 19.6% | 2 |
|
|
2021
Q4 | $45.1M | Buy |
+418,309
| New | +$45.1M | 16.98% | 1 |
|