AAMC
Asset Allocation & Management Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-34,000
| Closed | -$3.91M | – | 49 |
|
|
2024
Q1 | $3.91M | Hold |
34,000
| – | – | 2.56% | 9 |
|
|
2023
Q4 | $3.57M | Hold |
34,000
| – | – | 2.39% | 10 |
|
|
2023
Q3 | $3.19M | Hold |
34,000
| – | – | 1.91% | 16 |
|
|
2023
Q2 | $3.31M | Hold |
34,000
| – | – | 1.32% | 20 |
|
|
2023
Q1 | $3.08M | Hold |
34,000
| – | – | 1.23% | 13 |
|
|
2022
Q4 | $2.88M | Buy |
+34,000
| New | +$2.88M | 1.11% | 14 |
|