Concurrent Investment Advisors’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 | $1.21M | Buy |
8,911
+1,937
| +28% | +$262K | 0.02% | 548 |
|
|
2025
Q1 | $850K | Sell |
6,974
-80
| -1% | -$9.75K | 0.02% | 588 |
|
|
2024
Q4 | $909K | Sell |
7,054
-773
| -10% | -$99.6K | 0.02% | 515 |
|
|
2024
Q3 | $988K | Buy |
7,827
+74
| +1% | +$9.34K | 0.03% | 462 |
|
|
2024
Q2 | $925K | Sell |
7,753
-225
| -3% | -$26.8K | 0.03% | 444 |
|
|
2024
Q1 | $917K | Sell |
7,978
-1,632
| -17% | -$188K | 0.04% | 384 |
|
|
2023
Q4 | $1.01M | Buy |
+9,610
| New | +$1.01M | 0.05% | 336 |
|