Capital Advisors Inc’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
Q4
Sell
-2,182
Closed -$205K 290
2023
Q3
$205K Hold
2,182
0.01% 248
2023
Q2
$213K Buy
+2,182
New +$213K 0.01% 255
2022
Q1
Sell
-2,711
Closed -$293K 265
2021
Q4
$293K Buy
+2,711
New +$293K 0.01% 208