Financial Engines 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 | $366K | Buy |
2,701
+1,020
| +61% | +$138K | ﹤0.01% | 417 |
|
|
2025
Q1 | $205K | Sell |
1,681
-1,461
| -46% | -$178K | ﹤0.01% | 418 |
|
|
2024
Q4 | $405K | Buy |
3,142
+681
| +28% | +$87.7K | ﹤0.01% | 345 |
|
|
2024
Q3 | $311K | Sell |
2,461
-1,753
| -42% | -$221K | ﹤0.01% | 327 |
|
|
2024
Q2 | $503K | Buy |
4,214
+1,643
| +64% | +$196K | ﹤0.01% | 258 |
|
|
2024
Q1 | $296K | Buy |
2,571
+193
| +8% | +$22.2K | ﹤0.01% | 295 |
|
|
2023
Q4 | $250K | Buy |
2,378
+209
| +10% | +$21.9K | ﹤0.01% | 289 |
|
|
2023
Q3 | $205K | Sell |
2,169
-905
| -29% | -$85.4K | ﹤0.01% | 276 |
|
|
2023
Q2 | $300K | Buy |
3,074
+820
| +36% | +$79.9K | ﹤0.01% | 247 |
|
|
2023
Q1 | $204K | Buy |
+2,254
| New | +$204K | ﹤0.01% | 281 |
|
|
2022
Q4 | – | Sell |
-2,553
| Closed | -$202K | – | 297 |
|
|
2022
Q3 | $202K | Buy |
2,553
+60
| +2% | +$4.75K | ﹤0.01% | 276 |
|
|
2022
Q2 | $209K | Sell |
2,493
-12
| -0.5% | -$1.01K | ﹤0.01% | 285 |
|
|
2022
Q1 | $254K | Buy |
2,505
+66
| +3% | +$6.69K | ﹤0.01% | 279 |
|
|
2021
Q4 | $263K | Sell |
2,439
-183
| -7% | -$19.7K | ﹤0.01% | 239 |
|
|
2021
Q3 | $258K | Buy |
+2,622
| New | +$258K | ﹤0.01% | 236 |
|
|
2021
Q2 | – | Sell |
-2,480
| Closed | -$225K | – | 227 |
|
|
2021
Q1 | $225K | Buy |
+2,480
| New | +$225K | ﹤0.01% | 251 |
|