MFA
McClarren 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 | $978K | Buy |
7,225
+2,258
| +45% | +$306K | 0.64% | 29 |
|
|
2025
Q1 | $877K | Sell |
4,967
-2,216
| -31% | -$391K | 0.58% | 31 |
|
|
2024
Q4 | $925K | Buy |
7,183
+3,279
| +84% | +$422K | 2.6% | 4 |
|
|
2024
Q3 | $4.04K | Buy |
3,904
+2,831
| +264% | +$2.93K | 0.51% | 21 |
|
|
2024
Q2 | $728K | Sell |
1,073
-5,209
| -83% | -$3.53M | 0.51% | 36 |
|
|
2024
Q1 | $723K | Buy |
6,282
+82
| +1% | +$9.44K | 0.52% | 38 |
|
|
2023
Q4 | $650K | Sell |
6,200
-335
| -5% | -$35.1K | 0.5% | 36 |
|
|
2023
Q3 | $613K | Sell |
6,535
-945
| -13% | -$88.6K | 0.53% | 31 |
|
|
2023
Q2 | $729K | Sell |
7,480
-122
| -2% | -$11.9K | 0.6% | 26 |
|
|
2023
Q1 | $682K | Buy |
7,602
+38
| +0.5% | +$3.41K | 0.62% | 28 |
|
|
2022
Q4 | $641K | Sell |
7,564
-401
| -5% | -$34K | 0.61% | 25 |
|
|
2022
Q3 | $632K | Buy |
+7,965
| New | +$632K | 0.63% | 25 |
|
|
2022
Q2 | – | Sell |
-5,289
| Closed | -$533K | – | 97 |
|
|
2022
Q1 | $533K | Sell |
5,289
-28
| -0.5% | -$2.82K | 0.39% | 36 |
|
|
2021
Q4 | $573K | Buy |
5,317
+4
| +0.1% | +$431 | 0.39% | 36 |
|
|
2021
Q3 | $523K | Buy |
5,313
+20
| +0.4% | +$1.97K | 0.41% | 34 |
|
|
2021
Q2 | $518K | Sell |
5,293
-203
| -4% | -$19.9K | 0.42% | 32 |
|
|
2021
Q1 | $500K | Buy |
5,496
+56
| +1% | +$5.1K | 0.45% | 31 |
|
|
2020
Q4 | $467K | Buy |
+5,440
| New | +$467K | 0.45% | 31 |
|