DAS
Diversify Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
18,304
+2,714
| +17% | +$381K | 0.1% | 156 |
|
|
2025
Q1 | $1.88M | Buy |
15,590
+609
| +4% | +$73.6K | 0.12% | 126 |
|
|
2024
Q4 | $1.91M | Sell |
14,981
-2,237
| -13% | -$286K | 0.11% | 142 |
|
|
2024
Q3 | $2.2M | Sell |
17,218
-309
| -2% | -$39.5K | 0.12% | 155 |
|
|
2024
Q2 | $2.14M | Sell |
17,527
-9,695
| -36% | -$1.18M | 0.12% | 152 |
|
|
2024
Q1 | $3.12M | Buy |
+27,222
| New | +$3.12M | 0.18% | 118 |
|