Brewster Financial Planning’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 | $650K | Sell |
4,802
-152
| -3% | -$20.6K | 0.44% | 15 |
|
|
2025
Q1 | $604K | Hold |
4,954
| – | – | 0.45% | 15 |
|
|
2024
Q4 | $638K | Sell |
4,954
-350
| -7% | -$45.1K | 0.48% | 14 |
|
|
2024
Q3 | $669K | Sell |
5,304
-93
| -2% | -$11.7K | 0.52% | 11 |
|
|
2024
Q2 | $644K | Hold |
5,397
| – | – | 0.54% | 11 |
|
|
2024
Q1 | $620K | Sell |
5,397
-46
| -0.8% | -$5.29K | 0.53% | 11 |
|
|
2023
Q4 | $571K | Sell |
5,443
-317
| -6% | -$33.3K | 0.52% | 11 |
|
|
2023
Q3 | $541K | Sell |
5,760
-179
| -3% | -$16.8K | 0.54% | 11 |
|
|
2023
Q2 | $579K | Buy |
+5,939
| New | +$579K | 0.56% | 11 |
|