Charter Oak Capital Management’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
Q3 | $1.62M | Sell |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $902K | Buy |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $759K | Sell |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $37K | Buy |
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