Founders Financial Alliance’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
Q3 | $301K | Hold |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $199K | Buy |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $113K | Sell |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q3 | $84K | Buy |
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