MHR
Matthew Hamilton Rosenberg’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
9,326
| – | – | 0.29% | 38 |
|
|
2025
Q1 | $1.14M | Sell |
9,326
-61
| -0.6% | -$7.44K | 0.29% | 38 |
|
|
2024
Q4 | $1.21M | Sell |
9,387
-337
| -3% | -$43.4K | 0.31% | 37 |
|
|
2024
Q3 | $1.23M | Hold |
9,724
| – | – | 0.32% | 34 |
|
|
2024
Q2 | $1.16M | Buy |
9,724
+5,331
| +121% | +$637K | 0.34% | 35 |
|
|
2024
Q1 | $504K | Sell |
4,393
-898
| -17% | -$103K | 0.15% | 71 |
|
|
2023
Q4 | $555K | Sell |
5,291
-821
| -13% | -$86.1K | 0.17% | 62 |
|
|
2023
Q3 | $574K | Sell |
6,112
-3,758
| -38% | -$353K | 0.19% | 56 |
|
|
2023
Q2 | $962K | Sell |
9,870
-16,117
| -62% | -$1.57M | 0.33% | 37 |
|
|
2023
Q1 | $2.35M | Sell |
25,987
-14,420
| -36% | -$1.3M | 0.76% | 22 |
|
|
2022
Q4 | $3.42M | Sell |
40,407
-6,897
| -15% | -$585K | 1.16% | 18 |
|
|
2022
Q3 | $3.76M | Sell |
47,304
-3,162
| -6% | -$251K | 1.45% | 13 |
|
|
2022
Q2 | $4.29M | Buy |
50,466
+2,174
| +5% | +$185K | 1.62% | 11 |
|
|
2022
Q1 | $4.89M | Sell |
48,292
-3,978
| -8% | -$403K | 1.71% | 12 |
|
|
2021
Q4 | $5.64M | Sell |
52,270
-652
| -1% | -$70.4K | 2.01% | 9 |
|
|
2021
Q3 | $5.21M | Buy |
+52,922
| New | +$5.21M | 2.06% | 9 |
|