SageView Advisory Group’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 | $321K | Sell |
2,306
-6,728
| -74% | -$936K | 0.01% | 476 |
|
|
2025
Q1 | $1.1M | Buy |
9,034
+257
| +3% | +$31.3K | 0.05% | 211 |
|
|
2024
Q4 | $1.13M | Buy |
8,777
+6
| +0.1% | +$773 | 0.05% | 207 |
|
|
2024
Q3 | $1.11M | Sell |
8,771
-146
| -2% | -$18.4K | 0.06% | 182 |
|
|
2024
Q2 | $1.06M | Buy |
+8,917
| New | +$1.06M | 0.05% | 209 |
|
|
2024
Q1 | – | Sell |
-8,575
| Closed | -$927K | – | 586 |
|
|
2023
Q4 | $927K | Buy |
8,575
+3,836
| +81% | +$415K | 0.04% | 271 |
|
|
2023
Q3 | $445K | Buy |
4,739
+484
| +11% | +$45.5K | 0.03% | 347 |
|
|
2023
Q2 | $415K | Sell |
4,255
-91
| -2% | -$8.87K | 0.02% | 378 |
|
|
2023
Q1 | $393K | Sell |
4,346
-1,520
| -26% | -$137K | 0.03% | 345 |
|
|
2022
Q4 | $497K | Buy |
+5,866
| New | +$497K | 0.04% | 241 |
|