FFG Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,393
| Closed | -$2.46M | – | 47 |
|
|
2024
Q1 | $2.46M | Sell |
21,393
-8,422
| -28% | -$968K | 1.73% | 21 |
|
|
2023
Q4 | $3.13M | Sell |
29,815
-56
| -0.2% | -$5.88K | 2.42% | 16 |
|
|
2023
Q3 | $2.81M | Sell |
29,871
-12,529
| -30% | -$1.18M | 2.33% | 18 |
|
|
2023
Q2 | $4.13M | Sell |
42,400
-61,157
| -59% | -$5.96M | 3.31% | 10 |
|
|
2023
Q1 | $9.37M | Sell |
103,557
-10,793
| -9% | -$976K | 8.02% | 4 |
|
|
2022
Q4 | $9.69M | Buy |
+114,350
| New | +$9.69M | 8.84% | 2 |
|