Clearstead Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
2,679
+8
| +0.3% | +$1.08K | 0.01% | 699 |
|
|
2025
Q1 | $326K | Hold |
2,671
| – | – | 0.01% | 684 |
|
|
2024
Q4 | $344K | Buy |
2,671
+13
| +0.5% | +$1.68K | 0.01% | 678 |
|
|
2024
Q3 | $335K | Buy |
2,658
+3
| +0.1% | +$379 | 0.01% | 683 |
|
|
2024
Q2 | $317K | Buy |
+2,655
| New | +$317K | 0.01% | 656 |
|
|
2022
Q4 | – | Sell |
-627
| Closed | -$50K | – | 1336 |
|
|
2022
Q3 | $50K | Buy |
+627
| New | +$50K | ﹤0.01% | 601 |
|