Farther Finance Advisors’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 | $5.91M | Sell |
43,695
-2,988
| -6% | -$404K | 0.12% | 164 |
|
|
2025
Q1 | $5.72M | Sell |
46,683
-3,067
| -6% | -$375K | 0.15% | 136 |
|
|
2024
Q4 | $6.41M | Buy |
49,750
+2,921
| +6% | +$376K | 0.23% | 89 |
|
|
2024
Q3 | $5.91M | Sell |
46,829
-2,140
| -4% | -$270K | 0.22% | 89 |
|
|
2024
Q2 | $5.85M | Sell |
48,969
-12,437
| -20% | -$1.49M | 0.28% | 68 |
|
|
2024
Q1 | $7.05M | Sell |
61,406
-20,227
| -25% | -$2.32M | 0.43% | 41 |
|
|
2023
Q4 | $8.56M | Buy |
81,633
+6,590
| +9% | +$691K | 0.62% | 27 |
|
|
2023
Q3 | $7.05M | Sell |
75,043
-9,547
| -11% | -$897K | 1.11% | 15 |
|
|
2023
Q2 | $8.24M | Buy |
84,590
+8,545
| +11% | +$833K | 1.8% | 8 |
|
|
2023
Q1 | $6.88M | Sell |
76,045
-36,990
| -33% | -$3.35M | 2.01% | 7 |
|
|
2022
Q4 | $9.58M | Buy |
+113,035
| New | +$9.58M | 3.71% | 3 |
|