CAPTRUST Financial Advisors’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 | $7.4M | Sell |
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|
2025
Q1 | $6.74M | Buy |
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|
2024
Q4 | $6.09M | Sell |
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|
2024
Q3 | $5.97M | Sell |
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|
2024
Q2 | $5.79M | Buy |
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|
2024
Q1 | $5.55M | Sell |
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|
2023
Q4 | $5.4M | Sell |
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|
2023
Q3 | $4.99M | Sell |
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|
2023
Q2 | $5.95M | Sell |
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|
2023
Q1 | $6.76M | Sell |
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|
2022
Q4 | $7.75M | Sell |
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|
2022
Q3 | $8.88M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $11.7M | Sell |
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|
2021
Q4 | $19.9M | Sell |
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|
2021
Q3 | $33.3M | Buy |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $2.65M | Buy |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $798K | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $184K | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $138K | Sell |
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|
2019
Q1 | $148K | Buy |
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