Root Financial Partners’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 | $484K | Sell |
3,580
-195
| -5% | -$26.4K | 0.05% | 122 |
|
|
2025
Q1 | $460K | Sell |
3,775
-274
| -7% | -$33.4K | 0.05% | 121 |
|
|
2024
Q4 | $522K | Sell |
4,049
-105
| -3% | -$13.5K | 0.06% | 110 |
|
|
2024
Q3 | $524K | Sell |
4,154
-84
| -2% | -$10.6K | 0.08% | 87 |
|
|
2024
Q2 | $506K | Sell |
4,238
-335
| -7% | -$40K | 0.12% | 66 |
|
|
2024
Q1 | $526K | Sell |
4,573
-294
| -6% | -$33.8K | 0.16% | 55 |
|
|
2023
Q4 | $511K | Buy |
4,867
+266
| +6% | +$27.9K | 0.19% | 52 |
|
|
2023
Q3 | $432K | Hold |
4,601
| – | – | 0.23% | 46 |
|
|
2023
Q2 | $448K | Sell |
4,601
-111
| -2% | -$10.8K | 0.27% | 44 |
|
|
2023
Q1 | $426K | Buy |
+4,712
| New | +$426K | 0.3% | 44 |
|