Capital Investment Advisors’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
2025
Q2
$494K Buy
3,650
+639
+21% +$86.5K 0.01% 454
2025
Q1
$367K Buy
+3,011
New +$367K 0.01% 494