CFIA
Cantor Fitzgerald Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Sell |
4,095
-119
| -3% | -$16.1K | 0.04% | 151 |
|
|
2025
Q1 | $514K | Buy |
4,214
+37
| +0.9% | +$4.51K | 0.04% | 148 |
|
|
2024
Q4 | $538K | Sell |
4,177
-55
| -1% | -$7.09K | 0.04% | 148 |
|
|
2024
Q3 | $534K | Sell |
4,232
-283
| -6% | -$35.7K | 0.04% | 153 |
|
|
2024
Q2 | $539K | Sell |
4,515
-385
| -8% | -$45.9K | 0.04% | 128 |
|
|
2024
Q1 | $563K | Sell |
4,900
-1,544
| -24% | -$177K | 0.04% | 125 |
|
|
2023
Q4 | $676K | Buy |
+6,444
| New | +$676K | 0.05% | 121 |
|
|
2022
Q1 | $395K | Sell |
3,898
-91
| -2% | -$9.22K | 0.02% | 268 |
|
|
2021
Q4 | $430K | Sell |
3,989
-54
| -1% | -$5.82K | 0.03% | 265 |
|
|
2021
Q3 | $398K | Sell |
4,043
-430
| -10% | -$42.3K | 0.03% | 127 |
|
|
2021
Q2 | $440K | Sell |
4,473
-37
| -0.8% | -$3.64K | 0.03% | 127 |
|
|
2021
Q1 | $388K | Hold |
4,510
| – | – | 0.06% | 47 |
|
|
2020
Q4 | $388K | Sell |
4,510
-636
| -12% | -$54.7K | 0.06% | 47 |
|
|
2020
Q3 | $360K | Hold |
5,146
| – | – | 0.06% | 47 |
|
|
2020
Q2 | $360K | Sell |
5,146
-45
| -0.9% | -$3.15K | 0.06% | 47 |
|
|
2020
Q1 | $298K | Buy |
5,191
+239
| +5% | +$13.7K | 0.05% | 46 |
|
|
2019
Q4 | $353K | Sell |
4,952
-262
| -5% | -$18.7K | 0.06% | 40 |
|
|
2019
Q3 | $341K | Buy |
+5,214
| New | +$341K | 0.06% | 41 |
|