CCIA
Cherry Creek Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,588
-850
| -35% | -$115K | 0.1% | 103 |
|
|
2025
Q1 | $297K | Buy |
+2,438
| New | +$297K | 0.15% | 88 |
|
|
2022
Q3 | – | Sell |
-2,646
| Closed | -$222K | – | 92 |
|
|
2022
Q2 | $222K | Buy |
2,646
+9
| +0.3% | +$755 | 0.18% | 80 |
|
|
2022
Q1 | $267K | Buy |
2,637
+8
| +0.3% | +$810 | 0.18% | 86 |
|
|
2021
Q4 | $284K | Buy |
2,629
+17
| +0.7% | +$1.84K | 0.18% | 80 |
|
|
2021
Q3 | $257K | Sell |
2,612
-16
| -0.6% | -$1.57K | 0.17% | 87 |
|
|
2021
Q2 | $259K | Buy |
+2,628
| New | +$259K | 0.17% | 91 |
|