Affinity Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.2M | Buy |
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|
2025
Q2 | $20.5M | Sell |
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|
2025
Q1 | $17.7M | Buy |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $19.1M | Buy |
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|
2024
Q2 | $17M | Buy |
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|
2024
Q1 | $14.8M | Buy |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $8.5M | Buy |
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|
2023
Q2 | $813K | Buy |
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|
2023
Q1 | $739K | Hold |
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|
2022
Q4 | $692K | Hold |
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|
2022
Q3 | $648K | Sell |
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|
2022
Q2 | $718K | Sell |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $968K | Sell |
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|
2021
Q3 | $899K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $952K | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $884K | Buy |
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|
2020
Q2 | $617K | Sell |
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|
2020
Q1 | $612K | Buy |
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