Coppell Advisory Solutions’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 | $286K | Buy |
+2,133
| New | +$286K | 0.03% | 303 |
|
|
2025
Q1 | – | Sell |
-2,966
| Closed | -$384K | – | 793 |
|
|
2024
Q4 | $384K | Buy |
2,966
+593
| +25% | +$76.7K | 0.05% | 193 |
|
|
2024
Q3 | $298K | Hold |
2,373
| – | – | 0.04% | 219 |
|
|
2024
Q2 | $283K | Buy |
+2,373
| New | +$283K | 0.05% | 209 |
|
|
2023
Q4 | $291K | Buy |
2,776
+2,760
| +17,250% | +$290K | 0.06% | 214 |
|
|
2023
Q3 | $1.36K | Sell |
16
-2,397
| -99% | -$203K | ﹤0.01% | 903 |
|
|
2023
Q2 | $232K | Buy |
+2,413
| New | +$232K | 0.07% | 172 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.36K | – | 469 |
|
|
2022
Q4 | $1.36K | Buy |
+16
| New | +$1.36K | ﹤0.01% | 905 |
|