Jefferies Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,927
-464
| -19% | -$62.8K | ﹤0.01% | 812 |
|
|
2025
Q1 | $291K | Sell |
2,391
-1,080
| -31% | -$132K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $447K | Sell |
3,471
-133
| -4% | -$17.1K | ﹤0.01% | 873 |
|
|
2024
Q3 | $455K | Buy |
3,604
+189
| +6% | +$23.8K | ﹤0.01% | 770 |
|
|
2024
Q2 | $407K | Buy |
3,415
+999
| +41% | +$119K | ﹤0.01% | 790 |
|
|
2024
Q1 | $278K | Sell |
2,416
-725
| -23% | -$83.3K | ﹤0.01% | 942 |
|
|
2023
Q4 | $330K | Buy |
3,141
+559
| +22% | +$58.7K | ﹤0.01% | 961 |
|
|
2023
Q3 | $242K | Sell |
2,582
-1,142
| -31% | -$107K | ﹤0.01% | 880 |
|
|
2023
Q2 | $363K | Buy |
3,724
+19
| +0.5% | +$1.85K | ﹤0.01% | 859 |
|
|
2023
Q1 | $335K | Buy |
3,705
+492
| +15% | +$44.5K | ﹤0.01% | 802 |
|
|
2022
Q4 | $272K | Buy |
+3,213
| New | +$272K | ﹤0.01% | 785 |
|