ERn Financial LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $986K | Buy |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $798K | Buy |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $410K | Sell |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $215K | Buy |
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