EFG
Erickson Financial Group’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 | $17.5M | Sell |
129,612
-73
| -0.1% | -$9.88K | 11.85% | 3 |
|
|
2025
Q1 | $15.8M | Buy |
129,685
+131
| +0.1% | +$16K | 11.8% | 3 |
|
|
2024
Q4 | $16.7M | Buy |
129,554
+276
| +0.2% | +$35.6K | 11.88% | 3 |
|
|
2024
Q3 | $16.3M | Sell |
129,278
-2,053
| -2% | -$259K | 11.69% | 3 |
|
|
2024
Q2 | $15.7M | Sell |
131,331
-1,047
| -0.8% | -$125K | 11.95% | 3 |
|
|
2024
Q1 | $15.2M | Buy |
132,378
+671
| +0.5% | +$77.1K | 11.93% | 3 |
|
|
2023
Q4 | $13.8M | Buy |
131,707
+2,548
| +2% | +$267K | 11.48% | 3 |
|
|
2023
Q3 | $12.1M | Buy |
129,159
+1,551
| +1% | +$146K | 11.35% | 3 |
|
|
2023
Q2 | $12.4M | Buy |
127,608
+1,340
| +1% | +$131K | 11.28% | 3 |
|
|
2023
Q1 | $11.4M | Buy |
126,268
+1,094
| +0.9% | +$99K | 11.33% | 3 |
|
|
2022
Q4 | $10.6M | Sell |
125,174
-37,045
| -23% | -$3.14M | 11.48% | 3 |
|
|
2022
Q3 | $12.9M | Sell |
162,219
-5,840
| -3% | -$464K | 14.32% | 3 |
|
|
2022
Q2 | $14.1M | Buy |
168,059
+3,592
| +2% | +$301K | 15.11% | 2 |
|
|
2022
Q1 | $16.7M | Buy |
164,467
+13,437
| +9% | +$1.36M | 14.99% | 3 |
|
|
2021
Q4 | $16.3M | Buy |
+151,030
| New | +$16.3M | 14.04% | 3 |
|