Cahill Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $17M | Sell |
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|
2022
Q4 | $17M | Sell |
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|
2022
Q3 | $21.2M | Sell |
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|
2022
Q2 | $22.6M | Buy |
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|
2022
Q1 | $24.3M | Buy |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $7.64M | Buy |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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