CIBC Private Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Hold |
3,089
| – | – | ﹤0.01% | 881 |
|
|
2025
Q1 | $334K | Sell |
3,089
-195
| -6% | -$21.1K | ﹤0.01% | 935 |
|
|
2024
Q4 | $426K | Hold |
3,284
| – | – | ﹤0.01% | 915 |
|
|
2024
Q3 | $414K | Hold |
3,284
| – | – | ﹤0.01% | 927 |
|
|
2024
Q2 | $400K | Sell |
3,284
-37
| -1% | -$4.51K | ﹤0.01% | 884 |
|
|
2024
Q1 | $381K | Hold |
3,321
| – | – | ﹤0.01% | 904 |
|
|
2023
Q4 | $348K | Buy |
3,321
+745
| +29% | +$78.2K | ﹤0.01% | 891 |
|
|
2023
Q3 | $242K | Buy |
+2,576
| New | +$242K | ﹤0.01% | 945 |
|
|
2022
Q3 | – | Sell |
-2,471
| Closed | -$207K | – | 992 |
|
|
2022
Q2 | $207K | Buy |
+2,471
| New | +$207K | ﹤0.01% | 876 |
|