Rothschild Investment LLC’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 | $36.4K | Buy |
269
+104
| +63% | +$14.1K | ﹤0.01% | 860 |
|
|
2025
Q1 | $20.1K | Sell |
165
-125
| -43% | -$15.2K | ﹤0.01% | 996 |
|
|
2024
Q4 | $37.4K | Hold |
290
| – | – | ﹤0.01% | 851 |
|
|
2024
Q3 | $36.6K | Hold |
290
| – | – | ﹤0.01% | 856 |
|
|
2024
Q2 | $34.6K | Sell |
290
-152
| -34% | -$18.1K | ﹤0.01% | 840 |
|
|
2024
Q1 | $50.8K | Buy |
442
+18
| +4% | +$2.07K | ﹤0.01% | 724 |
|
|
2023
Q4 | $44.5K | Buy |
+424
| New | +$44.5K | ﹤0.01% | 677 |
|