Commonwealth Retirement Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,075
| Closed | -$1.58M | – | 82 |
|
|
2023
Q4 | $1.58M | Buy |
15,075
+116
| +0.8% | +$12.2K | 0.84% | 36 |
|
|
2023
Q3 | $1.4M | Sell |
14,959
-5,155
| -26% | -$484K | 0.81% | 33 |
|
|
2023
Q2 | $1.96M | Sell |
20,114
-69
| -0.3% | -$6.73K | 1.09% | 31 |
|
|
2023
Q1 | $1.83M | Sell |
20,183
-20,327
| -50% | -$1.84M | 1.08% | 34 |
|
|
2022
Q4 | $3.43M | Buy |
+40,510
| New | +$3.43M | 2.08% | 22 |
|