Financial 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 | $7.59M | Sell |
56,078
-3,849
| -6% | -$521K | 1.41% | 7 |
|
|
2025
Q1 | $7.31M | Buy |
59,927
+123
| +0.2% | +$15K | 1.44% | 7 |
|
|
2024
Q4 | $7.7M | Sell |
59,804
-2,154
| -3% | -$277K | 1.48% | 7 |
|
|
2024
Q3 | $7.82M | Sell |
61,958
-284
| -0.5% | -$35.8K | 1.49% | 7 |
|
|
2024
Q2 | $7.43M | Sell |
62,242
-567
| -0.9% | -$67.7K | 1.52% | 7 |
|
|
2024
Q1 | $7.22M | Sell |
62,809
-859
| -1% | -$98.8K | 1.49% | 8 |
|
|
2023
Q4 | $6.68M | Sell |
63,668
-75
| -0.1% | -$7.87K | 1.5% | 8 |
|
|
2023
Q3 | $5.99M | Buy |
63,743
+71
| +0.1% | +$6.67K | 1.48% | 8 |
|
|
2023
Q2 | $6.21M | Buy |
63,672
+1,735
| +3% | +$169K | 1.48% | 8 |
|
|
2023
Q1 | $5.6M | Buy |
61,937
+446
| +0.7% | +$40.3K | 1.42% | 8 |
|
|
2022
Q4 | $5.21M | Buy |
61,491
+5,874
| +11% | +$498K | 1.42% | 7 |
|
|
2022
Q3 | $4.41M | Buy |
55,617
+22,846
| +70% | +$1.81M | 1.53% | 8 |
|
|
2022
Q2 | $2.75M | Sell |
32,771
-5,326
| -14% | -$447K | 0.97% | 13 |
|
|
2022
Q1 | $3.86M | Buy |
38,097
+2,370
| +7% | +$240K | 1.21% | 11 |
|
|
2021
Q4 | $3.86M | Buy |
35,727
+2,834
| +9% | +$306K | 1.17% | 13 |
|
|
2021
Q3 | $3.24M | Buy |
32,893
+6,776
| +26% | +$667K | 1.1% | 14 |
|
|
2021
Q2 | $2.57M | Buy |
26,117
+8,536
| +49% | +$841K | 0.9% | 14 |
|
|
2021
Q1 | $1.6M | Buy |
17,581
+15,221
| +645% | +$1.38M | 0.64% | 15 |
|
|
2020
Q4 | $203K | Buy |
+2,360
| New | +$203K | 0.09% | 78 |
|