RIA
Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
14,802
-2,717
| -16% | -$368K | 0.15% | 151 |
|
|
2025
Q1 | $2.14M | Buy |
17,519
+1,510
| +9% | +$184K | 0.17% | 142 |
|
|
2024
Q4 | $2.06M | Buy |
16,009
+38
| +0.2% | +$4.9K | 0.16% | 154 |
|
|
2024
Q3 | $2.02M | Buy |
15,971
+314
| +2% | +$39.6K | 0.14% | 171 |
|
|
2024
Q2 | $1.87M | Sell |
15,657
-298
| -2% | -$35.6K | 0.12% | 183 |
|
|
2024
Q1 | $1.83M | Sell |
15,955
-26,741
| -63% | -$3.07M | 0.13% | 181 |
|
|
2023
Q4 | $4.48M | Buy |
42,696
+1,512
| +4% | +$159K | 0.34% | 82 |
|
|
2023
Q3 | $3.87M | Sell |
41,184
-15,413
| -27% | -$1.45M | 0.33% | 83 |
|
|
2023
Q2 | $5.52M | Sell |
56,597
-605
| -1% | -$59K | 0.46% | 59 |
|
|
2023
Q1 | $5.17M | Sell |
57,202
-74,278
| -56% | -$6.72M | 0.46% | 62 |
|
|
2022
Q4 | $11.1M | Sell |
131,480
-10,918
| -8% | -$925K | 1.08% | 17 |
|
|
2022
Q3 | $11.3M | Buy |
142,398
+18,898
| +15% | +$1.5M | 1.19% | 15 |
|
|
2022
Q2 | $10.4M | Sell |
123,500
-6,277
| -5% | -$527K | 1.08% | 21 |
|
|
2022
Q1 | $13.2M | Buy |
129,777
+4,020
| +3% | +$407K | 1.21% | 13 |
|
|
2021
Q4 | $13.6M | Buy |
125,757
+14,164
| +13% | +$1.53M | 1.2% | 12 |
|
|
2021
Q3 | $11M | Buy |
111,593
+17,823
| +19% | +$1.75M | 1.07% | 16 |
|
|
2021
Q2 | $9.23M | Buy |
+93,770
| New | +$9.23M | 0.93% | 22 |
|
|
2021
Q1 | – | Sell |
-88,058
| Closed | -$7.58M | – | 135 |
|
|
2020
Q4 | $7.58M | Buy |
+88,058
| New | +$7.58M | 0.86% | 26 |
|
|
2020
Q3 | – | Sell |
-52,138
| Closed | -$3.65M | – | 55 |
|
|
2020
Q2 | $3.65M | Buy |
+52,138
| New | +$3.65M | 0.67% | 38 |
|