Atticus Wealth 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 | $318K | Buy |
2,353
+162
| +7% | +$21.9K | 0.09% | 125 |
|
|
2025
Q1 | $267K | Buy |
2,191
+65
| +3% | +$7.92K | 0.09% | 105 |
|
|
2024
Q4 | $274K | Hold |
2,126
| – | – | 0.09% | 101 |
|
|
2024
Q3 | $268K | Hold |
2,126
| – | – | 0.09% | 108 |
|
|
2024
Q2 | $254K | Sell |
2,126
-353
| -14% | -$42.1K | 0.08% | 104 |
|
|
2024
Q1 | $285K | Hold |
2,479
| – | – | 0.09% | 102 |
|
|
2023
Q4 | $260K | Hold |
2,479
| – | – | 0.09% | 108 |
|
|
2023
Q3 | $233K | Hold |
2,479
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $242K | Buy |
+2,479
| New | +$242K | 0.09% | 117 |
|