Brighton Jones LLC’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 | $539K | Buy |
3,984
+859
| +27% | +$116K | 0.01% | 507 |
|
|
2025
Q1 | $381K | Sell |
3,125
-131
| -4% | -$16K | 0.01% | 465 |
|
|
2024
Q4 | $419K | Buy |
+3,256
| New | +$419K | 0.01% | 436 |
|
|
2024
Q3 | – | Sell |
-2,509
| Closed | -$299K | – | 609 |
|
|
2024
Q2 | $299K | Buy |
2,509
+146
| +6% | +$17.4K | 0.01% | 477 |
|
|
2024
Q1 | $272K | Sell |
2,363
-169
| -7% | -$19.4K | 0.01% | 492 |
|
|
2023
Q4 | $266K | Buy |
+2,532
| New | +$266K | 0.01% | 468 |
|