Firethorn Wealth Partners’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
2026
Q2
$1.19M Sell
7,281
-21
-0.3% -$3.32K 0.38% 60
2026
Q1
$1.03M Sell
7,302
-70
-0.9% -$10.4K 0.38% 64
2025
Q4
$1.1M Sell
7,372
-10
-0.1% -$1.48K 0.41% 57
2025
Q3
$1.07M Buy
7,382
+26
+0.4% +$3.64K 0.42% 56
2025
Q2
$995K Sell
7,356
-6
-0.1% -$749 0.43% 51
2025
Q1
$897K Sell
7,362
-944
-11% -$122K 0.43% 47
2024
Q4
$1.07M Sell
8,306
-121
-1% -$15.7K 0.53% 38
2024
Q3
$1.06M Sell
8,427
-259
-3% -$31.4K 0.54% 38
2024
Q2
$1.04M Sell
8,686
-11,818
-58% -$1.36M 0.59% 38
2024
Q1
$2.36M Sell
20,504
-16,864
-45% -$1.85M 1.39% 17
2023
Q4
$3.92M Buy
37,368
+4,292
+13% +$420K 2.57% 7
2023
Q3
$3.11M Sell
33,076
-15,165
-31% -$1.49M 2.38% 11
2023
Q2
$4.7M Sell
48,241
-320
-0.7% -$29.6K 3.51% 7
2023
Q1
$4.44M Sell
48,561
-67,599
-58% -$5.98M 3.47% 8
2022
Q4
$9.84M Sell
116,160
-15,969
-12% -$1.36M 8.32% 1
2022
Q3
$10.5M Buy
132,129
+4,702
+4% +$416K 9.76% 1
2022
Q2
$11.7M Sell
127,427
-6,785
-5% -$620K 9.48% 1
2022
Q1
$13.6M Buy
134,212
+12,943
+11% +$1.3M 10.3% 1
2021
Q4
$13.1M Buy
+121,269
New +$12.7M 9.84% 1
2021
Q2
$10.9M Buy
110,197
+3,438
+3% +$329K 9.08% 1
2021
Q1
$9.7M Sell
106,759
-14,286
-12% -$1.27M 9.03% 1
2020
Q4
$10.4M Buy
+121,045
New +$9.83M 11.25% 1

Other funds holding ESGU