PFA
Professional Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,076
| Closed | -$262K | – | 107 |
|
|
2024
Q3 | $262K | Sell |
2,076
-87
| -4% | -$11K | 0.07% | 92 |
|
|
2024
Q2 | $258K | Sell |
2,163
-352
| -14% | -$42K | 0.07% | 90 |
|
|
2024
Q1 | $289K | Sell |
2,515
-180
| -7% | -$20.7K | 0.08% | 86 |
|
|
2023
Q4 | $283K | Buy |
2,695
+84
| +3% | +$8.81K | 0.09% | 76 |
|
|
2023
Q3 | $245K | Sell |
2,611
-361
| -12% | -$33.9K | 0.11% | 79 |
|
|
2023
Q2 | $290K | Sell |
2,972
-500
| -14% | -$48.7K | 0.15% | 65 |
|
|
2023
Q1 | $352K | Sell |
3,472
-87
| -2% | -$8.82K | 0.21% | 51 |
|
|
2022
Q4 | $302K | Buy |
3,559
+7
| +0.2% | +$593 | 0.2% | 67 |
|
|
2022
Q3 | $282K | Sell |
3,552
-185
| -5% | -$14.7K | 0.17% | 67 |
|
|
2022
Q2 | $314K | Buy |
3,737
+265
| +8% | +$22.3K | 0.18% | 71 |
|
|
2022
Q1 | $352K | Buy |
3,472
+529
| +18% | +$53.6K | 0.15% | 65 |
|
|
2021
Q4 | $318K | Buy |
2,943
+35
| +1% | +$3.78K | 0.14% | 76 |
|
|
2021
Q3 | $286K | Sell |
2,908
-14
| -0.5% | -$1.38K | 0.16% | 74 |
|
|
2021
Q2 | $288K | Buy |
2,922
+1,065
| +57% | +$105K | 0.16% | 76 |
|
|
2021
Q1 | $169K | Buy |
1,857
+1,499
| +419% | +$136K | 0.1% | 89 |
|
|
2020
Q4 | $31K | Sell |
358
-195
| -35% | -$16.9K | 0.02% | 153 |
|
|
2020
Q3 | $41K | Buy |
+553
| New | +$41K | 0.04% | 125 |
|