Cascade Financial Partners’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 | $2.56M | Hold |
18,884
| – | – | 0.31% | 66 |
|
|
2025
Q1 | $2.3M | Hold |
18,884
| – | – | 0.29% | 68 |
|
|
2024
Q4 | $2.43M | Hold |
18,884
| – | – | 0.32% | 59 |
|
|
2024
Q3 | $2.41M | Sell |
18,884
-26
| -0.1% | -$3.32K | 0.3% | 58 |
|
|
2024
Q2 | $2.26M | Hold |
18,910
| – | – | 0.3% | 60 |
|
|
2024
Q1 | $2.12M | Buy |
+18,910
| New | +$2.12M | 0.31% | 57 |
|