Rise Advisors’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 | $75.5K | Buy |
558
+1
| +0.2% | +$135 | 0.03% | 188 |
|
|
2025
Q1 | $67.9K | Buy |
557
+2
| +0.4% | +$244 | 0.03% | 192 |
|
|
2024
Q4 | $71.5K | Buy |
555
+2
| +0.4% | +$258 | 0.03% | 175 |
|
|
2024
Q3 | $69.8K | Buy |
553
+2
| +0.4% | +$253 | 0.03% | 184 |
|
|
2024
Q2 | $65.8K | Buy |
551
+1
| +0.2% | +$119 | 0.03% | 195 |
|
|
2024
Q1 | $63.2K | Buy |
550
+2
| +0.4% | +$230 | 0.03% | 192 |
|
|
2023
Q4 | $57.5K | Buy |
548
+4
| +0.7% | +$420 | 0.04% | 145 |
|
|
2023
Q3 | $51.1K | Hold |
544
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $53K | Buy |
544
+1
| +0.2% | +$97 | 0.04% | 141 |
|
|
2023
Q1 | $49.1K | Buy |
543
+3
| +0.6% | +$271 | 0.04% | 152 |
|
|
2022
Q4 | $45.7K | Buy |
540
+3
| +0.6% | +$254 | 0.04% | 160 |
|
|
2022
Q3 | $43K | Buy |
537
+2
| +0.4% | +$160 | 0.04% | 168 |
|
|
2022
Q2 | $45K | Buy |
535
+2
| +0.4% | +$168 | 0.05% | 146 |
|
|
2022
Q1 | $54K | Buy |
533
+2
| +0.4% | +$203 | 0.05% | 143 |
|
|
2021
Q4 | $57.3K | Buy |
+531
| New | +$57.3K | 0.05% | 136 |
|