Prospera Financial Services’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 | $414K | Buy |
3,057
+195
| +7% | +$26.4K | 0.01% | 974 |
|
|
2025
Q1 | $349K | Sell |
2,862
-338
| -11% | -$41.2K | 0.01% | 927 |
|
|
2024
Q4 | $413K | Sell |
3,200
-128
| -4% | -$16.5K | 0.01% | 810 |
|
|
2024
Q3 | $420K | Buy |
3,328
+312
| +10% | +$39.4K | 0.01% | 779 |
|
|
2024
Q2 | $360K | Sell |
3,016
-46
| -2% | -$5.49K | 0.01% | 840 |
|
|
2024
Q1 | $352K | Buy |
3,062
+827
| +37% | +$95.1K | 0.01% | 841 |
|
|
2023
Q4 | $234K | Sell |
2,235
-65
| -3% | -$6.82K | 0.01% | 942 |
|
|
2023
Q3 | $216K | Sell |
2,300
-112
| -5% | -$10.5K | 0.01% | 925 |
|
|
2023
Q2 | $235K | Buy |
+2,412
| New | +$235K | 0.01% | 901 |
|
|
2022
Q2 | – | Sell |
-1,522
| Closed | -$154K | – | 1896 |
|
|
2022
Q1 | $154K | Buy |
+1,522
| New | +$154K | 0.01% | 963 |
|