Buttonwood Financial 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 | $425K | Sell |
3,132
-18
| -0.6% | -$2.44K | 0.22% | 27 |
|
|
2025
Q1 | $360K | Buy |
3,150
+714
| +29% | +$81.5K | 0.21% | 26 |
|
|
2024
Q4 | $326K | Sell |
2,436
-214
| -8% | -$28.7K | 0.18% | 26 |
|
|
2024
Q3 | $334K | Buy |
2,650
+153
| +6% | +$19.3K | 0.2% | 23 |
|
|
2024
Q2 | $299K | Sell |
2,497
-415
| -14% | -$49.6K | 0.17% | 27 |
|
|
2024
Q1 | $335K | Sell |
2,912
-44
| -1% | -$5.06K | 0.2% | 27 |
|
|
2023
Q4 | $310K | Sell |
2,956
-131
| -4% | -$13.7K | 0.23% | 24 |
|
|
2023
Q3 | $282K | Sell |
3,087
-195
| -6% | -$17.8K | 0.21% | 25 |
|
|
2023
Q2 | $329K | Sell |
3,282
-3,027
| -48% | -$303K | 0.28% | 20 |
|
|
2023
Q1 | $571K | Sell |
6,309
-215,171
| -97% | -$19.5M | 0.57% | 16 |
|
|
2022
Q4 | $18.8M | Sell |
221,480
-36,487
| -14% | -$3.09M | 17.06% | 2 |
|
|
2022
Q3 | $20.5M | Sell |
257,967
-38,689
| -13% | -$3.07M | 21.29% | 2 |
|
|
2022
Q2 | $24.9M | Sell |
296,656
-135,108
| -31% | -$11.3M | 24.36% | 2 |
|
|
2022
Q1 | $43.8M | Buy |
+431,764
| New | +$43.8M | 32.52% | 1 |
|