Investment Research & 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 | $137K | Buy |
1,015
+2
| +0.2% | +$271 | 0.05% | 78 |
|
|
2025
Q1 | $123K | Buy |
1,013
+3
| +0.3% | +$366 | 0.05% | 82 |
|
|
2024
Q4 | $130K | Buy |
1,010
+3
| +0.3% | +$386 | 0.05% | 80 |
|
|
2024
Q3 | $127K | Buy |
1,007
+4
| +0.4% | +$505 | 0.05% | 77 |
|
|
2024
Q2 | $120K | Buy |
1,003
+2
| +0.2% | +$239 | 0.05% | 76 |
|
|
2024
Q1 | $115K | Buy |
1,001
+4
| +0.4% | +$460 | 0.05% | 76 |
|
|
2023
Q4 | $105K | Buy |
997
+7
| +0.7% | +$735 | 0.05% | 78 |
|
|
2023
Q3 | $93K | Sell |
990
-364
| -27% | -$34.2K | 0.05% | 80 |
|
|
2023
Q2 | $132K | Buy |
+1,354
| New | +$132K | 0.08% | 73 |
|