Peak Financial Management’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 | $508K | Buy |
3,754
+85
| +2% | +$11.5K | 0.14% | 57 |
|
|
2025
Q1 | $447K | Sell |
3,669
-75
| -2% | -$9.14K | 0.13% | 58 |
|
|
2024
Q4 | $482K | Hold |
3,744
| – | – | 0.14% | 56 |
|
|
2024
Q3 | $472K | Hold |
3,744
| – | – | 0.14% | 59 |
|
|
2024
Q2 | $447K | Sell |
3,744
-10
| -0.3% | -$1.19K | 0.14% | 56 |
|
|
2024
Q1 | $432K | Buy |
3,754
+56
| +2% | +$6.44K | 0.14% | 58 |
|
|
2023
Q4 | $388K | Sell |
3,698
-309
| -8% | -$32.4K | 0.13% | 57 |
|
|
2023
Q3 | $376K | Hold |
4,007
| – | – | 0.14% | 54 |
|
|
2023
Q2 | $391K | Buy |
4,007
+751
| +23% | +$73.2K | 0.14% | 59 |
|
|
2023
Q1 | $295K | Sell |
3,256
-410
| -11% | -$37.1K | 0.11% | 56 |
|
|
2022
Q4 | $311K | Buy |
3,666
+29
| +0.8% | +$2.46K | 0.12% | 56 |
|
|
2022
Q3 | $289K | Sell |
3,637
-88
| -2% | -$6.99K | 0.12% | 57 |
|
|
2022
Q2 | $313K | Buy |
3,725
+455
| +14% | +$38.2K | 0.12% | 52 |
|
|
2022
Q1 | $331K | Buy |
3,270
+746
| +30% | +$75.5K | 0.11% | 58 |
|
|
2021
Q4 | $272K | Buy |
2,524
+236
| +10% | +$25.4K | 0.09% | 64 |
|
|
2021
Q3 | $225K | Buy |
+2,288
| New | +$225K | 0.08% | 66 |
|