BCU Wealth Advisors’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 | $435K | Buy |
3,217
+6
| +0.2% | +$812 | 0.2% | 39 |
|
|
2025
Q1 | $391K | Buy |
3,211
+10
| +0.3% | +$1.22K | 0.2% | 34 |
|
|
2024
Q4 | $412K | Buy |
3,201
+42
| +1% | +$5.41K | 0.24% | 34 |
|
|
2024
Q3 | $399K | Buy |
3,159
+8
| +0.3% | +$1.01K | 0.24% | 34 |
|
|
2024
Q2 | $376K | Buy |
3,151
+35
| +1% | +$4.18K | 0.28% | 34 |
|
|
2024
Q1 | $358K | Sell |
3,116
-3,094
| -50% | -$356K | 0.3% | 35 |
|
|
2023
Q4 | $652K | Buy |
+6,210
| New | +$652K | 0.71% | 20 |
|