Morton Brown Family Wealth’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 | $1.07M | Buy |
7,942
+5
| +0.1% | +$677 | 0.33% | 26 |
|
|
2025
Q1 | $968K | Buy |
7,937
+4
| +0.1% | +$488 | 0.33% | 26 |
|
|
2024
Q4 | $1.02M | Sell |
7,933
-598
| -7% | -$77K | 0.36% | 26 |
|
|
2024
Q3 | $1.08M | Hold |
8,531
| – | – | 0.38% | 27 |
|
|
2024
Q2 | $1.03M | Hold |
8,531
| – | – | 0.41% | 27 |
|
|
2024
Q1 | $981K | Sell |
8,531
-164
| -2% | -$18.9K | 0.4% | 26 |
|
|
2023
Q4 | $912K | Buy |
8,695
+77
| +0.9% | +$8.08K | 0.4% | 28 |
|
|
2023
Q3 | $809K | Sell |
8,618
-213
| -2% | -$20K | 0.41% | 26 |
|
|
2023
Q2 | $861K | Sell |
8,831
-71
| -0.8% | -$6.92K | 0.46% | 25 |
|
|
2023
Q1 | $805K | Buy |
8,902
+4,074
| +84% | +$368K | 0.48% | 26 |
|
|
2022
Q4 | $409K | Sell |
4,828
-2,408
| -33% | -$204K | 0.28% | 34 |
|
|
2022
Q3 | $575K | Buy |
7,236
+8
| +0.1% | +$636 | 0.46% | 26 |
|
|
2022
Q2 | $606K | Buy |
7,228
+123
| +2% | +$10.3K | 0.47% | 27 |
|
|
2022
Q1 | $720K | Hold |
7,105
| – | – | 0.54% | 26 |
|
|
2021
Q4 | $767K | Buy |
+7,105
| New | +$767K | 0.59% | 26 |
|