EFS
Essex Financial 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 | $353K | Buy |
2,607
+1
| +0% | +$135 | 0.02% | 499 |
|
|
2025
Q1 | $318K | Buy |
2,606
+1
| +0% | +$122 | 0.02% | 482 |
|
|
2024
Q4 | $336K | Buy |
2,605
+221
| +9% | +$28.5K | 0.02% | 461 |
|
|
2024
Q3 | $305K | Buy |
2,384
+2
| +0.1% | +$256 | 0.02% | 496 |
|
|
2024
Q2 | $278K | Buy |
2,382
+1
| +0% | +$117 | 0.02% | 507 |
|
|
2024
Q1 | $274K | Sell |
2,381
-683
| -22% | -$78.5K | 0.03% | 441 |
|
|
2023
Q4 | $321K | Buy |
3,064
+3
| +0.1% | +$315 | 0.03% | 384 |
|
|
2023
Q3 | $287K | Hold |
3,061
| – | – | 0.03% | 379 |
|
|
2023
Q2 | $298K | Sell |
3,061
-432
| -12% | -$42.1K | 0.03% | 371 |
|
|
2023
Q1 | $316K | Buy |
3,493
+36
| +1% | +$3.26K | 0.03% | 369 |
|
|
2022
Q4 | $292K | Buy |
+3,457
| New | +$292K | 0.03% | 370 |
|