Trademark Financial Management’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 | $310K | Buy |
2,290
+42
| +2% | +$5.68K | 0.19% | 72 |
|
|
2025
Q1 | $274K | Hold |
2,248
| – | – | 0.21% | 75 |
|
|
2024
Q4 | $290K | Hold |
2,248
| – | – | 0.23% | 75 |
|
|
2024
Q3 | $284K | Hold |
2,248
| – | – | 0.23% | 75 |
|
|
2024
Q2 | $268K | Sell |
2,248
-6
| -0.3% | -$716 | 0.22% | 73 |
|
|
2024
Q1 | $259K | Sell |
2,254
-24
| -1% | -$2.76K | 0.21% | 71 |
|
|
2023
Q4 | $239K | Buy |
+2,278
| New | +$239K | 0.18% | 84 |
|