Orin Green Financial’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 | $1.08M | Hold |
7,978
| – | – | 0.46% | 36 |
|
|
2025
Q1 | $892K | Buy |
+7,978
| New | +$892K | 0.42% | 35 |
|
|
2024
Q4 | – | Sell |
-7,978
| Closed | -$1.01M | – | 34 |
|
|
2024
Q3 | $1.01M | Hold |
7,978
| – | – | 0.43% | 36 |
|
|
2024
Q2 | $952K | Buy |
+7,978
| New | +$952K | 0.44% | 33 |
|
|
2024
Q1 | – | Sell |
-8,068
| Closed | -$846K | – | 33 |
|
|
2023
Q4 | $846K | Buy |
8,068
+2,282
| +39% | +$239K | 0.42% | 37 |
|
|
2023
Q3 | $588K | Buy |
5,786
+3,706
| +178% | +$377K | 0.33% | 42 |
|
|
2023
Q2 | $203K | Buy |
+2,080
| New | +$203K | 0.11% | 65 |
|