Valeo 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
Q2 | $6.53M | Buy |
48,298
+3,797
| +9% | +$514K | 0.16% | 72 |
|
|
2025
Q1 | $5.43M | Buy |
44,501
+2,837
| +7% | +$346K | 0.15% | 70 |
|
|
2024
Q4 | $5.37M | Sell |
41,664
-19
| -0% | -$2.45K | 0.15% | 70 |
|
|
2024
Q3 | $5.26M | Buy |
41,683
+4,340
| +12% | +$548K | 0.15% | 71 |
|
|
2024
Q2 | $4.46M | Sell |
37,343
-411
| -1% | -$49K | 0.14% | 75 |
|
|
2024
Q1 | $4.19M | Sell |
37,754
-3,338
| -8% | -$371K | 0.15% | 75 |
|
|
2023
Q4 | $4.31M | Sell |
41,092
-891
| -2% | -$93.5K | 0.17% | 69 |
|
|
2023
Q3 | $3.94M | Sell |
41,983
-515
| -1% | -$48.4K | 0.18% | 72 |
|
|
2023
Q2 | $4.14M | Hold |
42,498
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $3.84M | Buy |
+42,498
| New | +$3.84M | 0.19% | 78 |
|