Colonial River Investments’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
2022
Q3
Sell
-2,886
Closed -$242K 181
2022
Q2
$242K Sell
2,886
-97
-3% -$8.86K 0.16% 155
2022
Q1
$302K Sell
2,983
-13,201
-82% -$1.32M 0.17% 144
2021
Q4
$1.75M Buy
+16,184
New +$1.7M 0.94% 29
2021
Q3
Sell
-4,080
Closed -$402K 100
2021
Q2
$402K Buy
4,080
+277
+7% +$26.5K 0.29% 92
2021
Q1
$346K Buy
+3,803
New +$338K 0.28% 94

Other funds holding ESGU

Colonial River Investments's ESGU Position: Q3 2022 in Review

Colonial River Investments sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2022, closing a stake of 2,886 shares — an estimated $242K sold.

Colonial River Investments first reported a position in ESGU in Q1 2021 and held it in 5 quarters. The position peaked at $1.75M in Q4 2021. 666 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

  • Colonial River Investments reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Colonial River Investments sold 2,886 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $242K.
  • Colonial River Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 5 quarters.
  • Colonial River Investments's iShares ESG Aware MSCI USA ETF position peaked at $1.75M in Q4 2021.
  • 666 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on Colonial River Investments's 13F filing for Q3 2022, filed 14 Nov 2022.