Farmers & Merchants Investments Inc’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
$120K Hold
885
﹤0.01% 348
2025
Q1
$108K Sell
885
-34
-4% -$4.15K ﹤0.01% 362
2024
Q4
$118K Hold
919
﹤0.01% 355
2024
Q3
$116K Hold
919
﹤0.01% 364
2024
Q2
$110K Sell
919
-41
-4% -$4.89K ﹤0.01% 359
2024
Q1
$110K Buy
960
+41
+4% +$4.71K ﹤0.01% 337
2023
Q4
$96.4K Buy
+919
New +$96.4K ﹤0.01% 342
2023
Q1
Sell
-300
Closed -$25.4K 1762
2022
Q4
$25.4K Buy
300
+268
+838% +$22.7K ﹤0.01% 494
2022
Q3
$3K Buy
+32
New +$3K ﹤0.01% 846
2022
Q2
Sell
-811
Closed -$82K 959
2022
Q1
$82K Buy
+811
New +$82K ﹤0.01% 369