Cornerstone Planning Group’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 | $68.7K | Sell |
501
-95
| -16% | -$13K | 0.01% | 195 |
|
|
2025
Q1 | $69.5K | Buy |
596
+187
| +46% | +$21.8K | 0.02% | 185 |
|
|
2024
Q4 | $53.9K | Hold |
409
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $52.2K | Sell |
409
-849
| -67% | -$108K | 0.01% | 182 |
|
|
2024
Q2 | $143K | Sell |
1,258
-1,905
| -60% | -$216K | 0.04% | 106 |
|
|
2024
Q1 | $356K | Sell |
3,163
-2,375
| -43% | -$267K | 0.11% | 49 |
|
|
2023
Q4 | $581K | Sell |
5,538
-2,825
| -34% | -$296K | 0.19% | 38 |
|
|
2023
Q3 | $785K | Sell |
8,363
-2,318
| -22% | -$218K | 0.3% | 34 |
|
|
2023
Q2 | $1.04M | Buy |
+10,681
| New | +$1.04M | 0.41% | 26 |
|
|
2022
Q4 | $2.37M | Buy |
+27,446
| New | +$2.37M | 0.99% | 22 |
|