JFS Wealth Advisors’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 | $148K | Sell |
1,093
-21
| -2% | -$2.84K | 0.01% | 326 |
|
|
2025
Q1 | $136K | Buy |
1,114
+339
| +44% | +$41.3K | 0.01% | 338 |
|
|
2024
Q4 | $99.8K | Buy |
775
+60
| +8% | +$7.73K | 0.01% | 362 |
|
|
2024
Q3 | $90.2K | Sell |
715
-38
| -5% | -$4.8K | 0.01% | 379 |
|
|
2024
Q2 | $89.8K | Buy |
753
+43
| +6% | +$5.13K | 0.01% | 322 |
|
|
2024
Q1 | $81.6K | Sell |
710
-47
| -6% | -$5.4K | 0.01% | 351 |
|
|
2023
Q4 | $79.4K | Buy |
+757
| New | +$79.4K | 0.01% | 340 |
|
|
2022
Q1 | – | Sell |
-51
| Closed | -$6K | – | 1866 |
|
|
2021
Q4 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 759 |
|