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Catalina Capital Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Catalina Capital Group’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,559
Closed -$409K – 319
2024
Q1 		$409K Sell
3,559
-1,723
-33% -$198K 0.17% 131
2023
Q4 		$554K Buy
+5,282
New +$554K 0.37% 50