Capital Asset Advisory Services’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 | $534K | Buy |
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2025
Q2 | $346K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $3K | Buy |
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