Principal Securities’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 | $396K | Sell |
2,930
-3,535
| -55% | -$478K | 0.01% | 954 |
|
|
2025
Q1 | $833K | Hold |
6,465
| – | – | 0.02% | 606 |
|
|
2024
Q4 | $833K | Buy |
6,465
+41
| +0.6% | +$5.28K | 0.02% | 604 |
|
|
2024
Q3 | $811K | Buy |
6,424
+102
| +2% | +$12.9K | 0.02% | 603 |
|
|
2024
Q2 | $754K | Sell |
6,322
-699
| -10% | -$83.4K | 0.02% | 564 |
|
|
2024
Q1 | $807K | Buy |
7,021
+161
| +2% | +$18.5K | 0.03% | 511 |
|
|
2023
Q4 | $720K | Buy |
+6,860
| New | +$720K | 0.03% | 494 |
|