Financial Partners Group (Kansas)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Buy |
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|
2025
Q1 | $814K | Buy |
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|
2024
Q4 | $853K | Sell |
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|
2024
Q3 | $916K | Sell |
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | $786K | Sell |
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|
2023
Q2 | $886K | Sell |
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|
2023
Q1 | $943K | Sell |
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|
2022
Q4 | $975K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $994K | Buy |
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|
2021
Q1 | $756K | Buy |
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|
2020
Q4 | $638K | Buy |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $270K | Buy |
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