Larson Financial Group’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 | $172K | Buy |
1,271
+180
| +16% | +$24.4K | 0.01% | 691 |
|
|
2025
Q1 | $133K | Sell |
1,091
-200
| -15% | -$24.4K | 0.01% | 709 |
|
|
2024
Q4 | $166K | Sell |
1,291
-2
| -0.2% | -$258 | 0.01% | 608 |
|
|
2024
Q3 | $163K | Sell |
1,293
-40
| -3% | -$5.05K | 0.01% | 617 |
|
|
2024
Q2 | $159K | Buy |
1,333
+200
| +18% | +$23.9K | 0.01% | 533 |
|
|
2024
Q1 | $130K | Buy |
1,133
+1
| +0.1% | +$115 | 0.01% | 493 |
|
|
2023
Q4 | $119K | Hold |
1,132
| – | – | 0.01% | 454 |
|
|
2023
Q3 | $106K | Hold |
1,132
| – | – | 0.01% | 445 |
|
|
2023
Q2 | $110K | Buy |
1,132
+234
| +26% | +$22.8K | 0.01% | 412 |
|
|
2023
Q1 | $81.3K | Buy |
898
+338
| +60% | +$30.6K | 0.01% | 454 |
|
|
2022
Q4 | $47.5K | Buy |
+560
| New | +$47.5K | 0.01% | 526 |
|