Howard Financial Services’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 | $692K | Buy |
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|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $577K | Buy |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $414K | Hold |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $318K | Buy |
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