WIA
World Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
10,421
-41
| -0.4% | -$5.55K | 0.03% | 442 |
|
|
2025
Q1 | $1.28M | Buy |
10,462
+802
| +8% | +$97.8K | 0.03% | 439 |
|
|
2024
Q4 | $1.24M | Buy |
9,660
+1,595
| +20% | +$205K | 0.03% | 417 |
|
|
2024
Q3 | $1.02M | Buy |
8,065
+274
| +4% | +$34.6K | 0.03% | 421 |
|
|
2024
Q2 | $930K | Buy |
+7,791
| New | +$930K | 0.06% | 285 |
|
|
2024
Q1 | – | Sell |
-10,109
| Closed | -$1.06M | – | 419 |
|
|
2023
Q4 | $1.06M | Buy |
10,109
+1,217
| +14% | +$128K | 0.14% | 140 |
|
|
2023
Q3 | $839K | Sell |
8,892
-8,339
| -48% | -$786K | 0.17% | 106 |
|
|
2023
Q2 | $1.68M | Sell |
17,231
-1,829
| -10% | -$178K | 0.32% | 60 |
|
|
2023
Q1 | $1.72M | Sell |
19,060
-18,313
| -49% | -$1.66M | 0.36% | 53 |
|
|
2022
Q4 | $3.17M | Sell |
37,373
-3,989
| -10% | -$338K | 0.73% | 28 |
|
|
2022
Q3 | $3.29M | Sell |
41,362
-1,505
| -4% | -$120K | 0.78% | 26 |
|
|
2022
Q2 | $3.97M | Buy |
42,867
+3,369
| +9% | +$312K | 0.83% | 26 |
|
|
2022
Q1 | $4M | Sell |
39,498
-2,599
| -6% | -$263K | 0.83% | 24 |
|
|
2021
Q4 | $4.26M | Buy |
42,097
+2,545
| +6% | +$257K | 0.89% | 23 |
|
|
2021
Q3 | $3.89M | Buy |
39,552
+3,402
| +9% | +$335K | 0.88% | 22 |
|
|
2021
Q2 | $3.56M | Buy |
36,150
+916
| +3% | +$90.2K | 0.81% | 23 |
|
|
2021
Q1 | $3.3M | Sell |
35,234
-896
| -2% | -$83.9K | 0.79% | 24 |
|
|
2020
Q4 | $3.29M | Buy |
36,130
+28,820
| +394% | +$2.62M | 0.83% | 24 |
|
|
2020
Q3 | $557K | Buy |
7,310
+230
| +3% | +$17.5K | 0.19% | 80 |
|
|
2020
Q2 | $542K | Buy |
7,080
+1,253
| +22% | +$95.9K | 0.19% | 79 |
|
|
2020
Q1 | $335K | Buy |
+5,827
| New | +$335K | 0.16% | 85 |
|