JMG Financial Group’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 | $1.75M | Sell |
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|
2025
Q2 | $1.64M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.48M | Hold |
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|
2024
Q2 | $1.4M | Hold |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1M | Hold |
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|
2022
Q4 | $942K | Buy |
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|
2022
Q3 | $754K | Buy |
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|
2022
Q2 | $755K | Buy |
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|
2022
Q1 | $831K | Hold |
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|
2021
Q4 | $885K | Hold |
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|
2021
Q3 | $807K | Sell |
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|
2021
Q2 | $829K | Buy |
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