RTD Financial 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 | $1.49M | Sell |
11,040
-1,045
| -9% | -$141K | 0.19% | 57 |
|
|
2025
Q1 | $1.47M | Buy |
12,085
+51
| +0.4% | +$6.22K | 0.2% | 56 |
|
|
2024
Q4 | $1.55M | Sell |
12,034
-456
| -4% | -$58.7K | 0.2% | 54 |
|
|
2024
Q3 | $1.58M | Buy |
12,490
+479
| +4% | +$60.4K | 0.2% | 55 |
|
|
2024
Q2 | $1.43M | Sell |
12,011
-34
| -0.3% | -$4.06K | 0.19% | 58 |
|
|
2024
Q1 | $1.38M | Sell |
12,045
-198
| -2% | -$22.8K | 0.19% | 57 |
|
|
2023
Q4 | $1.28M | Buy |
12,243
+491
| +4% | +$51.5K | 0.18% | 58 |
|
|
2023
Q3 | $1.1M | Buy |
11,752
+43
| +0.4% | +$4.04K | 0.17% | 56 |
|
|
2023
Q2 | $1.14M | Sell |
11,709
-3,798
| -24% | -$370K | 0.17% | 55 |
|
|
2023
Q1 | $1.4M | Buy |
15,507
+810
| +6% | +$73.3K | 0.22% | 51 |
|
|
2022
Q4 | $1.25M | Buy |
14,697
+1,149
| +8% | +$97.4K | 0.2% | 52 |
|
|
2022
Q3 | $1.08M | Sell |
13,548
-449
| -3% | -$35.7K | 0.2% | 53 |
|
|
2022
Q2 | $1.17M | Buy |
13,997
+2,981
| +27% | +$250K | 0.18% | 57 |
|
|
2022
Q1 | $1.12M | Sell |
11,016
-8
| -0.1% | -$810 | 0.15% | 60 |
|
|
2021
Q4 | $1.19M | Buy |
+11,024
| New | +$1.19M | 0.16% | 59 |
|