Acropolis Investment 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 | $1.65M | Buy |
12,220
+481
| +4% | +$65.1K | 0.09% | 80 |
|
|
2025
Q1 | $1.43M | Sell |
11,739
-63
| -0.5% | -$7.68K | 0.08% | 86 |
|
|
2024
Q4 | $1.52M | Buy |
11,802
+482
| +4% | +$62.1K | 0.09% | 80 |
|
|
2024
Q3 | $1.43M | Buy |
11,320
+610
| +6% | +$77K | 0.08% | 83 |
|
|
2024
Q2 | $1.28M | Sell |
10,710
-1,612
| -13% | -$192K | 0.08% | 88 |
|
|
2024
Q1 | $1.42M | Sell |
12,322
-120
| -1% | -$13.8K | 0.09% | 79 |
|
|
2023
Q4 | $1.31M | Buy |
12,442
+32
| +0.3% | +$3.36K | 0.09% | 82 |
|
|
2023
Q3 | $1.17M | Sell |
12,410
-175
| -1% | -$16.4K | 0.09% | 83 |
|
|
2023
Q2 | $1.23M | Buy |
12,585
+235
| +2% | +$22.9K | 0.1% | 82 |
|
|
2023
Q1 | $1.12M | Buy |
12,350
+9,940
| +412% | +$899K | 0.09% | 87 |
|
|
2022
Q4 | $204K | Hold |
2,410
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $191K | Hold |
2,410
| – | – | 0.02% | 185 |
|
|
2022
Q2 | $202K | Hold |
2,410
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $244K | Buy |
2,410
+205
| +9% | +$20.8K | 0.02% | 170 |
|
|
2021
Q4 | $238K | Buy |
2,205
+78
| +4% | +$8.42K | 0.02% | 173 |
|
|
2021
Q3 | $202K | Buy |
2,127
+17
| +0.8% | +$1.61K | 0.02% | 176 |
|
|
2021
Q2 | $208K | Sell |
2,110
-15
| -0.7% | -$1.48K | 0.02% | 174 |
|
|
2021
Q1 | $193K | Buy |
2,125
+375
| +21% | +$34.1K | 0.02% | 177 |
|
|
2020
Q4 | $151K | Buy |
+1,750
| New | +$151K | 0.02% | 188 |
|