Leverty 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 | $345K | Hold |
2,552
| – | – | 0.1% | 30 |
|
|
2025
Q1 | $311K | Hold |
2,552
| – | – | 0.13% | 29 |
|
|
2024
Q4 | $329K | Buy |
2,552
+45
| +2% | +$5.8K | 0.17% | 24 |
|
|
2024
Q3 | $316K | Buy |
2,507
+650
| +35% | +$82K | 0.17% | 24 |
|
|
2024
Q2 | $222K | Sell |
1,857
-174
| -9% | -$20.8K | 0.13% | 29 |
|
|
2024
Q1 | $233K | Buy |
+2,031
| New | +$233K | 0.14% | 28 |
|
|
2022
Q1 | – | Sell |
-390
| Closed | -$42K | – | 53 |
|
|
2021
Q4 | $42K | Buy |
+390
| New | +$42K | 0.03% | 52 |
|