Focus Partners Wealth’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 | $6.88M | Buy |
50,838
+286
| +0.6% | +$38.7K | 0.01% | 580 |
|
|
2025
Q1 | $6.16M | Buy |
50,552
+2,887
| +6% | +$352K | 0.02% | 571 |
|
|
2024
Q4 | $6.14M | Buy |
47,665
+35,662
| +297% | +$4.59M | 0.02% | 566 |
|
|
2024
Q3 | $1.51M | Sell |
12,003
-25,856
| -68% | -$3.26M | ﹤0.01% | 831 |
|
|
2024
Q2 | $4.52M | Buy |
37,859
+5,254
| +16% | +$627K | 0.02% | 514 |
|
|
2024
Q1 | $3.75M | Buy |
+32,605
| New | +$3.75M | 0.03% | 373 |
|