WT Wealth Management’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
Q3 | $4.23M | Sell |
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|
2025
Q2 | $4.06M | Buy |
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|
2025
Q1 | $3.32M | Sell |
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|
2024
Q4 | $4M | Sell |
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|
2024
Q3 | $3.98M | Buy |
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|
2024
Q2 | $3.64M | Buy |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $840K | Buy |
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|
2021
Q1 | $689K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $209K | Buy |
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