US Financial Advisors’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
Q1 | $428K | Hold |
3,510
| – | – | 0.13% | 60 |
|
|
2024
Q4 | $452K | Sell |
3,510
-210
| -6% | -$27.1K | 0.14% | 57 |
|
|
2024
Q3 | $469K | Sell |
3,720
-484
| -12% | -$61.1K | 0.15% | 55 |
|
|
2024
Q2 | $502K | Sell |
4,204
-288
| -6% | -$34.4K | 0.17% | 55 |
|
|
2024
Q1 | $516K | Buy |
4,492
+1
| +0% | +$115 | 0.18% | 52 |
|
|
2023
Q4 | $471K | Sell |
4,491
-125
| -3% | -$13.1K | 0.18% | 49 |
|
|
2023
Q3 | $433K | Sell |
4,616
-352
| -7% | -$33.1K | 0.18% | 51 |
|
|
2023
Q2 | $484K | Sell |
4,968
-485
| -9% | -$47.3K | 0.21% | 47 |
|
|
2023
Q1 | $493K | Hold |
5,453
| – | – | 0.22% | 49 |
|
|
2022
Q4 | $462K | Buy |
+5,453
| New | +$462K | 0.23% | 46 |
|