Plante Moran Financial Advisors’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
Q1 | – | Sell |
-242
| Closed | -$31.2K | – | 846 |
|
|
2024
Q4 | $31.2K | Buy |
242
+108
| +81% | +$13.9K | ﹤0.01% | 421 |
|
|
2024
Q3 | $16.9K | Hold |
134
| – | – | ﹤0.01% | 548 |
|
|
2024
Q2 | $16K | Hold |
134
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $15.4K | Hold |
134
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $14K | Buy |
134
+99
| +283% | +$10.4K | ﹤0.01% | 510 |
|
|
2023
Q3 | $3.28K | Hold |
35
| – | – | ﹤0.01% | 633 |
|
|
2023
Q2 | $3.4K | Hold |
35
| – | – | ﹤0.01% | 654 |
|
|
2023
Q1 | $3.16K | Hold |
35
| – | – | ﹤0.01% | 677 |
|
|
2022
Q4 | $2.94K | Buy |
35
+1
| +3% | +$84 | ﹤0.01% | 714 |
|
|
2022
Q3 | $3K | Sell |
34
-386
| -92% | -$34.1K | ﹤0.01% | 748 |
|
|
2022
Q2 | $35K | Buy |
420
+386
| +1,135% | +$32.2K | 0.01% | 359 |
|
|
2022
Q1 | $3K | Buy |
34
+6
| +21% | +$529 | ﹤0.01% | 713 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 878 |
|
|
2021
Q3 | $3K | Buy |
28
+6
| +27% | +$643 | ﹤0.01% | 830 |
|
|
2021
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 877 |
|
|
2021
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 906 |
|