Capital Investment 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
Q2 | $2.4M | Sell |
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2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $2.72M | Sell |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $4.14M | Sell |
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|
2022
Q4 | $3.99M | Sell |
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|
2022
Q3 | $6.03M | Buy |
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|
2022
Q2 | $4.75M | Buy |
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|
2022
Q1 | $5.07M | Buy |
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|
2021
Q4 | $5.03M | Buy |
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|
2021
Q3 | $4.37M | Buy |
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|
2021
Q2 | $4.19M | Buy |
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|
2021
Q1 | $3.74M | Buy |
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|
2020
Q4 | $3.5M | Buy |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $506K | Buy |
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