Johnson Financial Group Inc (Wisconsin)’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 | $41.9K | Hold |
310
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $37.8K | Hold |
310
| – | – | ﹤0.01% | 657 |
|
|
2024
Q4 | $41K | Sell |
310
-163
| -34% | -$21.6K | ﹤0.01% | 520 |
|
|
2024
Q3 | $59.7K | Hold |
473
| – | – | ﹤0.01% | 507 |
|
|
2024
Q2 | $56.4K | Hold |
473
| – | – | ﹤0.01% | 442 |
|
|
2024
Q1 | $54.4K | Sell |
473
-802
| -63% | -$92.2K | ﹤0.01% | 420 |
|
|
2023
Q4 | $134K | Sell |
1,275
-802
| -39% | -$84.1K | 0.01% | 343 |
|
|
2023
Q3 | $196K | Buy |
2,077
+1,604
| +339% | +$151K | 0.01% | 247 |
|
|
2023
Q2 | $46.1K | Sell |
473
-181
| -28% | -$17.6K | ﹤0.01% | 415 |
|
|
2023
Q1 | $59.2K | Hold |
654
| – | – | ﹤0.01% | 389 |
|
|
2022
Q4 | $55.4K | Sell |
654
-382
| -37% | -$32.4K | ﹤0.01% | 339 |
|
|
2022
Q3 | $82K | Buy |
+1,036
| New | +$82K | 0.01% | 311 |
|