RZH
Relyea Zuckerberg Hanson’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 | $10.8M | Sell |
79,912
-2,034
| -2% | -$275K | 1.27% | 15 |
|
|
2025
Q1 | $9.99M | Buy |
81,946
+6,944
| +9% | +$847K | 1.35% | 15 |
|
|
2024
Q4 | $9.66M | Sell |
75,002
-307
| -0.4% | -$39.5K | 1.3% | 13 |
|
|
2024
Q3 | $9.5M | Buy |
75,309
+2,684
| +4% | +$339K | 1.45% | 12 |
|
|
2024
Q2 | $8.67M | Buy |
72,625
+1,685
| +2% | +$201K | 1.45% | 13 |
|
|
2024
Q1 | $8.16M | Buy |
70,940
+8,296
| +13% | +$954K | 1.43% | 14 |
|
|
2023
Q4 | $6.57M | Buy |
62,644
+19,091
| +44% | +$2M | 1.28% | 14 |
|
|
2023
Q3 | $4.09M | Buy |
43,553
+5,269
| +14% | +$495K | 0.93% | 19 |
|
|
2023
Q2 | $3.73M | Buy |
38,284
+6,868
| +22% | +$669K | 0.84% | 22 |
|
|
2023
Q1 | $2.84M | Buy |
31,416
+6,671
| +27% | +$603K | 0.69% | 28 |
|
|
2022
Q4 | $2.1M | Buy |
24,745
+20,234
| +449% | +$1.71M | 0.6% | 29 |
|
|
2022
Q3 | $358K | Sell |
4,511
-14,002
| -76% | -$1.11M | 0.13% | 102 |
|
|
2022
Q2 | $1.55M | Buy |
18,513
+4,423
| +31% | +$371K | 0.58% | 31 |
|
|
2022
Q1 | $1.4M | Buy |
+14,090
| New | +$1.4M | 0.46% | 36 |
|