SHJ
Sharkey, Howes & Javer’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
111,297
-13,303
| -11% | -$1.8M | 2.02% | 15 |
|
|
2025
Q1 | $15.2M | Sell |
124,600
-44,009
| -26% | -$5.37M | 2.17% | 10 |
|
|
2024
Q4 | $21.7M | Sell |
168,609
-5,787
| -3% | -$745K | 3.05% | 8 |
|
|
2024
Q3 | $22M | Sell |
174,396
-4,388
| -2% | -$554K | 3.13% | 7 |
|
|
2024
Q2 | $21.3M | Sell |
178,784
-26,958
| -13% | -$3.22M | 3.45% | 7 |
|
|
2024
Q1 | $23.7M | Sell |
205,742
-18,778
| -8% | -$2.16M | 3.87% | 4 |
|
|
2023
Q4 | $23.6M | Sell |
224,520
-9,345
| -4% | -$980K | 4.16% | 4 |
|
|
2023
Q3 | $22M | Sell |
233,865
-80,459
| -26% | -$7.56M | 4.21% | 5 |
|
|
2023
Q2 | $30.6M | Sell |
314,324
-52,313
| -14% | -$5.1M | 5.8% | 5 |
|
|
2023
Q1 | $33.2M | Sell |
366,637
-247,499
| -40% | -$22.4M | 7.11% | 3 |
|
|
2022
Q4 | $52M | Sell |
614,136
-200,307
| -25% | -$17M | 11.95% | 2 |
|
|
2022
Q3 | $64.7M | Buy |
814,443
+803
| +0.1% | +$63.8K | 14.1% | 1 |
|
|
2022
Q2 | $68.3M | Sell |
813,640
-30,051
| -4% | -$2.52M | 16.53% | 1 |
|
|
2022
Q1 | $85.5M | Buy |
843,691
+52,984
| +7% | +$5.37M | 19.57% | 1 |
|
|
2021
Q4 | $85.3M | Buy |
790,707
+86,420
| +12% | +$9.32M | 19.27% | 1 |
|
|
2021
Q3 | $69.3M | Buy |
704,287
+81,606
| +13% | +$8.03M | 17.93% | 1 |
|
|
2021
Q2 | $61.3M | Sell |
622,681
-432
| -0.1% | -$42.5K | 16.27% | 1 |
|
|
2021
Q1 | $56.6M | Sell |
623,113
-23,487
| -4% | -$2.13M | 17.7% | 1 |
|
|
2020
Q4 | $55.6M | Buy |
646,600
+155,287
| +32% | +$13.4M | 18.57% | 1 |
|
|
2020
Q3 | $37.4M | Buy |
491,313
+52,725
| +12% | +$4.02M | 14.23% | 1 |
|
|
2020
Q2 | $30.7M | Buy |
438,588
+347,149
| +380% | +$24.3M | 13.55% | 1 |
|
|
2020
Q1 | $5.26M | Buy |
+91,439
| New | +$5.26M | 2.74% | 11 |
|