HF Advisory Group’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 | $2.66M | Sell |
19,644
-92
| -0.5% | -$12.4K | 1.05% | 30 |
|
|
2025
Q1 | $2.41M | Sell |
19,736
-133
| -0.7% | -$16.2K | 1.05% | 31 |
|
|
2024
Q4 | $2.56M | Buy |
19,869
+911
| +5% | +$117K | 1.18% | 22 |
|
|
2024
Q3 | $2.39M | Buy |
18,958
+7
| +0% | +$883 | 1.11% | 26 |
|
|
2024
Q2 | $2.26M | Buy |
18,951
+1,608
| +9% | +$192K | 1.17% | 20 |
|
|
2024
Q1 | $1.99M | Buy |
17,343
+2,188
| +14% | +$252K | 1.12% | 24 |
|
|
2023
Q4 | $1.59M | Buy |
15,155
+770
| +5% | +$80.8K | 1.02% | 31 |
|
|
2023
Q3 | $1.35M | Sell |
14,385
-907
| -6% | -$85.2K | 1% | 32 |
|
|
2023
Q2 | $1.49M | Buy |
15,292
+175
| +1% | +$17.1K | 1.18% | 21 |
|
|
2023
Q1 | $1.37M | Buy |
15,117
+485
| +3% | +$43.9K | 1.21% | 19 |
|
|
2022
Q4 | $1.24M | Buy |
+14,632
| New | +$1.24M | 1.25% | 19 |
|