D. Scott Neal’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 | $408K | Hold |
3,017
| – | – | 0.2% | 36 |
|
|
2025
Q1 | $368K | Sell |
3,017
-70
| -2% | -$8.53K | 0.2% | 38 |
|
|
2024
Q4 | $398K | Sell |
3,087
-78
| -2% | -$10K | 0.22% | 38 |
|
|
2024
Q3 | $399K | Sell |
3,165
-109
| -3% | -$13.8K | 0.21% | 39 |
|
|
2024
Q2 | $391K | Sell |
3,274
-513
| -14% | -$61.2K | 0.22% | 45 |
|
|
2024
Q1 | $435K | Hold |
3,787
| – | – | 0.28% | 42 |
|
|
2023
Q4 | $397K | Hold |
3,787
| – | – | 0.35% | 38 |
|
|
2023
Q3 | $357K | Hold |
3,787
| – | – | 0.31% | 40 |
|
|
2023
Q2 | $369K | Buy |
+3,787
| New | +$369K | 0.28% | 41 |
|