DHJJ Financial Advisors’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 | $49.4K | Hold |
365
| – | – | 0.02% | 348 |
|
|
2025
Q1 | $44.5K | Hold |
365
| – | – | 0.02% | 327 |
|
|
2024
Q4 | $47K | Hold |
365
| – | – | 0.02% | 313 |
|
|
2024
Q3 | $46.1K | Hold |
365
| – | – | 0.02% | 316 |
|
|
2024
Q2 | $43.6K | Hold |
365
| – | – | 0.02% | 293 |
|
|
2024
Q1 | $42K | Hold |
365
| – | – | 0.02% | 286 |
|
|
2023
Q4 | $38.3K | Sell |
365
-5
| -1% | -$525 | 0.02% | 291 |
|
|
2023
Q3 | $34.7K | Buy |
+370
| New | +$34.7K | 0.02% | 289 |
|