Criterion Capital Advisors’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
Q4
$230K Hold
1,929
0.14% 71
2024
Q3
$230K Hold
1,929
0.14% 71
2024
Q2
$230K Sell
1,929
-222
-10% -$26.5K 0.14% 71
2024
Q1
$247K Sell
2,151
-377
-15% -$43.4K 0.16% 69
2023
Q4
$265K Buy
+2,528
New +$265K 0.19% 69