RIS
Retirement Income Solutions’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 | $6.73M | Sell |
49,777
-20,396
| -29% | -$2.76M | 1.24% | 14 |
|
|
2025
Q1 | $8.55M | Sell |
70,173
-140
| -0.2% | -$17.1K | 1.79% | 8 |
|
|
2024
Q4 | $9.06M | Buy |
70,313
+19,279
| +38% | +$2.48M | 1.83% | 8 |
|
|
2024
Q3 | $6.44M | Buy |
51,034
+2,069
| +4% | +$261K | 1.47% | 12 |
|
|
2024
Q2 | $5.84M | Buy |
48,965
+34,857
| +247% | +$4.16M | 1.41% | 12 |
|
|
2024
Q1 | $1.62M | Buy |
14,108
+480
| +4% | +$55.2K | 0.37% | 35 |
|
|
2023
Q4 | $1.43M | Buy |
13,628
+7,629
| +127% | +$800K | 0.36% | 36 |
|
|
2023
Q3 | $563K | Buy |
+5,999
| New | +$563K | 0.16% | 65 |
|