Buckingham Capital Management (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,705
| Closed | -$229K | – | 118 |
|
|
2022
Q4 | $229K | Sell |
2,705
-1,341
| -33% | -$114K | 0.04% | 106 |
|
|
2022
Q3 | $321K | Buy |
4,046
+540
| +15% | +$42.8K | 0.06% | 93 |
|
|
2022
Q2 | $294K | Buy |
3,506
+1,020
| +41% | +$85.5K | 0.06% | 98 |
|
|
2022
Q1 | $252K | Buy |
2,486
+338
| +16% | +$34.3K | 0.04% | 105 |
|
|
2021
Q4 | $232K | Sell |
2,148
-13
| -0.6% | -$1.4K | 0.04% | 112 |
|
|
2021
Q3 | $213K | Sell |
2,161
-328
| -13% | -$32.3K | 0.03% | 113 |
|
|
2021
Q2 | $245K | Hold |
2,489
| – | – | 0.04% | 113 |
|
|
2021
Q1 | $226K | Buy |
+2,489
| New | +$226K | 0.04% | 113 |
|