Larson 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 | $555K | Buy |
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|
2025
Q2 | $172K | Buy |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $163K | Sell |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $110K | Buy |
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|
2023
Q1 | $81.3K | Buy |
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|
2022
Q4 | $47.5K | Buy |
|