Barrett & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31
| Closed | -$3.56K | – | 606 |
|
|
2024
Q1 | $3.56K | Hold |
31
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $3.25K | Hold |
31
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $2.91K | Hold |
31
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $3.02K | Hold |
31
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $2.8K | Hold |
31
| – | – | ﹤0.01% | 488 |
|
|
2022
Q4 | $2.63K | Hold |
31
| – | – | ﹤0.01% | 499 |
|
|
2022
Q3 | $2.63K | Buy |
+31
| New | +$2.63K | ﹤0.01% | 499 |
|