Atomi Financial Group’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
$1.94M Buy
14,319
+177
+1% +$23.9K 0.07% 191
2025
Q1
$1.72M Sell
14,142
-3,395
-19% -$414K 0.08% 194
2024
Q4
$2.26M Buy
17,537
+2,186
+14% +$282K 0.11% 129
2024
Q3
$1.94M Buy
15,351
+470
+3% +$59.3K 0.12% 139
2024
Q2
$1.78M Buy
14,881
+10,594
+247% +$1.26M 0.13% 130
2024
Q1
$493K Buy
+4,287
New +$493K 0.05% 347