Center for 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 | $79.6K | Hold |
588
| – | – | 0.01% | 244 |
|
|
2025
Q1 | $71.7K | Hold |
588
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $75.7K | Hold |
588
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $74.2K | Hold |
588
| – | – | 0.01% | 211 |
|
|
2024
Q2 | $70.2K | Hold |
588
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $67.6K | Hold |
588
| – | – | 0.01% | 209 |
|
|
2023
Q4 | $61.7K | Hold |
588
| – | – | 0.01% | 203 |
|
|
2023
Q3 | $55.2K | Hold |
588
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $57.3K | Hold |
588
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $53.2K | Hold |
588
| – | – | 0.01% | 211 |
|
|
2022
Q4 | $49.8K | Hold |
588
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $47K | Hold |
588
| – | – | 0.01% | 215 |
|
|
2022
Q2 | $49K | Hold |
588
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $60K | Hold |
588
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $63K | Sell |
588
-143
| -20% | -$15.3K | 0.01% | 211 |
|
|
2021
Q3 | $72K | Hold |
731
| – | – | 0.02% | 184 |
|
|
2021
Q2 | $72K | Hold |
731
| – | – | 0.02% | 187 |
|
|
2021
Q1 | $66K | Buy |
+731
| New | +$66K | 0.02% | 192 |
|