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
2025
Q2
$238K Sell
2025
Q1
$227K Sell
2024
Q4
$264K Sell
2024
Q3
$276K Hold
2024
Q2
$261K Sell
2024
Q1
$262K Sell
2023
Q4
$293K Sell
2023
Q3
$284K Sell
2023
Q2
$341K Sell
2023
Q1
$324K Sell
2022
Q4
$501K Sell
2022
Q3
$488K Sell
2022
Q2
$33.3M Buy
2022
Q1
$40M Buy
2021
Q4
$33.2M Buy