Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $321K | Hold |
3,261
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $321K | Hold |
3,261
| – | – | 0.05% | 171 |
|
|
2021
Q1 | $296K | Hold |
3,261
| – | – | 0.06% | 148 |
|
|
2020
Q4 | $280K | Hold |
3,261
| – | – | 0.07% | 129 |
|
|
2020
Q3 | $248K | Hold |
3,261
| – | – | 0.07% | 130 |
|
|
2020
Q2 | $228K | Buy |
3,261
+398
| +14% | +$27.8K | 0.06% | 129 |
|
|
2020
Q1 | $164K | Hold |
2,863
| – | – | 0.05% | 143 |
|
|
2019
Q4 | $204K | Buy |
+2,863
| New | +$204K | 0.06% | 132 |
|