Security Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Hold |
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|
2025
Q2 | $238K | Sell |
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2025
Q1 | $227K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $33.3M | Buy |
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|
2022
Q1 | $40M | Buy |
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|
2021
Q4 | $33.2M | Buy |
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