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Clear Point Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-10
Closed -$1.32K – 238
2024
Q3 		$1.32K Hold
10
– – ﹤0.01% 466
2024
Q2 		$1.24K Hold
10
– – ﹤0.01% 466
2024
Q1 		$1.19K Hold
10
– – ﹤0.01% 462
2023
Q4 		$1.09K Buy
+10
New +$1.09K ﹤0.01% 449