GRP
Global Retirement Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
+10,318
| New | +$1.4M | 0.03% | 412 |
|
|
2024
Q4 | $1.59M | Sell |
12,366
-538
| -4% | -$69.3K | 0.05% | 345 |
|
|
2024
Q3 | $1.63M | Sell |
12,904
-1,183
| -8% | -$149K | 0.05% | 336 |
|
|
2024
Q2 | $1.68M | Sell |
14,087
-295
| -2% | -$35.2K | 0.05% | 300 |
|
|
2024
Q1 | $1.65M | Sell |
14,382
-2,163
| -13% | -$249K | 0.06% | 266 |
|
|
2023
Q4 | $1.73M | Sell |
16,545
-1,869
| -10% | -$196K | 0.07% | 239 |
|
|
2023
Q3 | $1.72M | Sell |
18,414
-5,508
| -23% | -$513K | 0.09% | 212 |
|
|
2023
Q2 | $2.33M | Sell |
23,922
-2,353
| -9% | -$229K | 0.11% | 169 |
|
|
2023
Q1 | $2.36M | Sell |
26,275
-29,110
| -53% | -$2.61M | 0.13% | 164 |
|
|
2022
Q4 | $4.69M | Buy |
55,385
+8,534
| +18% | +$723K | 0.32% | 63 |
|
|
2022
Q3 | $4.02M | Sell |
46,851
-5,805
| -11% | -$498K | 0.3% | 72 |
|
|
2022
Q2 | $4.42M | Buy |
52,656
+10,759
| +26% | +$903K | 0.35% | 61 |
|
|
2022
Q1 | $3.67M | Buy |
+41,897
| New | +$3.67M | 0.29% | 83 |
|
|
2021
Q4 | – | Sell |
-6,603
| Closed | -$650K | – | 674 |
|
|
2021
Q3 | $650K | Buy |
6,603
+1,289
| +24% | +$127K | 0.06% | 254 |
|
|
2021
Q2 | $523K | Buy |
5,314
+1,084
| +26% | +$107K | 0.05% | 283 |
|
|
2021
Q1 | $384K | Buy |
4,230
+277
| +7% | +$25.1K | 0.05% | 303 |
|
|
2020
Q4 | $340K | Buy |
3,953
+1,911
| +94% | +$164K | 0.04% | 299 |
|
|
2020
Q3 | $156K | Sell |
2,042
-84
| -4% | -$6.42K | 0.02% | 404 |
|
|
2020
Q2 | $149K | Buy |
2,126
+1,024
| +93% | +$71.8K | 0.02% | 407 |
|
|
2020
Q1 | $63K | Buy |
+1,102
| New | +$63K | 0.01% | 510 |
|