MFA
Mayflower Financial Advisors’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 | $2.01M | Sell |
14,849
-312
| -2% | -$42.2K | 0.28% | 83 |
|
|
2025
Q1 | $1.85M | Sell |
15,161
-2,270
| -13% | -$277K | 0.28% | 88 |
|
|
2024
Q4 | $2.25M | Sell |
17,431
-278
| -2% | -$35.8K | 0.34% | 70 |
|
|
2024
Q3 | $2.23M | Sell |
17,709
-21,494
| -55% | -$2.71M | 0.34% | 68 |
|
|
2024
Q2 | $2.14M | Sell |
39,203
-3,914
| -9% | -$213K | 0.35% | 69 |
|
|
2024
Q1 | $2.51M | Sell |
43,117
-10,990
| -20% | -$640K | 0.42% | 62 |
|
|
2023
Q4 | $3.45M | Buy |
54,107
+3,601
| +7% | +$229K | 0.48% | 52 |
|
|
2023
Q3 | $2.75M | Sell |
50,506
-36,254
| -42% | -$1.97M | 0.41% | 55 |
|
|
2023
Q2 | $6.39M | Sell |
86,760
-8,859
| -9% | -$652K | 0.83% | 28 |
|
|
2023
Q1 | $6.73M | Sell |
95,619
-62,038
| -39% | -$4.37M | 0.88% | 26 |
|
|
2022
Q4 | $11.6M | Buy |
157,657
+28,301
| +22% | +$2.08M | 1.61% | 14 |
|
|
2022
Q3 | $8.59M | Buy |
129,356
+38,038
| +42% | +$2.53M | 1.38% | 16 |
|
|
2022
Q2 | $5.88M | Buy |
91,318
+36,512
| +67% | +$2.35M | 0.9% | 27 |
|
|
2022
Q1 | $3.4M | Buy |
54,806
+22,201
| +68% | +$1.38M | 0.46% | 48 |
|
|
2021
Q4 | $1.22M | Buy |
32,605
+26,065
| +399% | +$978K | 0.16% | 93 |
|
|
2021
Q3 | $677K | Buy |
+6,540
| New | +$677K | 0.09% | 151 |
|