Investors Research Corp’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 | $173K | Buy |
1,281
+144
| +13% | +$19.5K | 0.03% | 317 |
|
|
2025
Q1 | $139K | Buy |
1,137
+150
| +15% | +$18.3K | 0.03% | 339 |
|
|
2024
Q4 | $127K | Buy |
987
+177
| +22% | +$22.8K | 0.03% | 360 |
|
|
2024
Q3 | $102K | Buy |
810
+151
| +23% | +$19.1K | 0.02% | 383 |
|
|
2024
Q2 | $78.6K | Buy |
659
+78
| +13% | +$9.31K | 0.02% | 425 |
|
|
2024
Q1 | $66.8K | Hold |
581
| – | – | 0.02% | 454 |
|
|
2023
Q4 | $61K | Buy |
581
+88
| +18% | +$9.23K | 0.01% | 483 |
|
|
2023
Q3 | $46.3K | Buy |
493
+61
| +14% | +$5.73K | 0.01% | 523 |
|
|
2023
Q2 | $42.1K | Hold |
432
| – | – | 0.01% | 533 |
|
|
2023
Q1 | $39.1K | Sell |
432
-18
| -4% | -$1.63K | 0.01% | 558 |
|
|
2022
Q4 | $38.1K | Hold |
450
| – | – | 0.01% | 554 |
|
|
2022
Q3 | $36K | Buy |
450
+102
| +29% | +$8.16K | 0.01% | 551 |
|
|
2022
Q2 | $29K | Buy |
348
+198
| +132% | +$16.5K | 0.01% | 585 |
|
|
2022
Q1 | $15K | Buy |
150
+135
| +900% | +$13.5K | ﹤0.01% | 701 |
|
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 909 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 949 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 934 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1038 |
|