Morris Financial Concepts’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 | $13K | Buy |
96
+9
| +10% | +$1.22K | 0.01% | 174 |
|
|
2025
Q1 | $10.6K | Buy |
87
+14
| +19% | +$1.71K | ﹤0.01% | 175 |
|
|
2024
Q4 | $9.4K | Hold |
73
| – | – | ﹤0.01% | 162 |
|
|
2024
Q3 | $9.21K | Buy |
73
+7
| +11% | +$883 | ﹤0.01% | 169 |
|
|
2024
Q2 | $7.88K | Hold |
66
| – | – | ﹤0.01% | 139 |
|
|
2024
Q1 | $7.59K | Buy |
66
+11
| +20% | +$1.26K | ﹤0.01% | 141 |
|
|
2023
Q4 | $5.77K | Buy |
+55
| New | +$5.77K | ﹤0.01% | 141 |
|