Keener Financial Planning’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 | $758K | Buy |
5,603
+124
| +2% | +$16.8K | 0.38% | 20 |
|
|
2025
Q1 | $667K | Sell |
5,479
-46
| -0.8% | -$5.6K | 0.43% | 16 |
|
|
2024
Q4 | $711K | Sell |
5,525
-541
| -9% | -$69.6K | 0.42% | 18 |
|
|
2024
Q3 | $765K | Hold |
6,066
| – | – | 0.5% | 18 |
|
|
2024
Q2 | $723K | Sell |
6,066
-168
| -3% | -$20K | 0.47% | 18 |
|
|
2024
Q1 | $717K | Sell |
6,234
-108
| -2% | -$12.4K | 0.49% | 17 |
|
|
2023
Q4 | $665K | Buy |
+6,342
| New | +$665K | 0.51% | 18 |
|