Jones Financial Companies’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 | $835K | Buy |
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|
2025
Q2 | $695K | Buy |
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2025
Q1 | $488K | Buy |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $61.4K | Buy |
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|
2024
Q1 | $10.8K | Hold |
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|
2023
Q4 | $9.86K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $68.7K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $281K | Buy |
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