Capasso Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $719K | Sell |
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|
2025
Q2 | $912K | Buy |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $909K | Sell |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $827K | Buy |
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|
2024
Q1 | $795K | Sell |
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|
2023
Q4 | $948K | Buy |
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|
2023
Q3 | $759K | Sell |
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|
2023
Q2 | $831K | Buy |
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|
2023
Q1 | $696K | Buy |
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|
2022
Q4 | $650K | Buy |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $644K | Buy |
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