CVA Family Office’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 | $34.8K | Hold |
257
| – | – | ﹤0.01% | 597 |
|
|
2025
Q1 | $31.3K | Hold |
257
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $33.1K | Hold |
257
| – | – | 0.01% | 590 |
|
|
2024
Q3 | $32.4K | Hold |
257
| – | – | 0.01% | 581 |
|
|
2024
Q2 | $30.7K | Hold |
257
| – | – | 0.01% | 580 |
|
|
2024
Q1 | $29.5K | Hold |
257
| – | – | 0.01% | 578 |
|
|
2023
Q4 | $27K | Buy |
+257
| New | +$27K | 0.01% | 576 |
|
|
2023
Q3 | – | Sell |
-257
| Closed | -$25K | – | 460 |
|
|
2023
Q2 | $25K | Sell |
257
-3,080
| -92% | -$300K | 0.01% | 571 |
|
|
2023
Q1 | $302K | Buy |
3,337
+2,845
| +578% | +$257K | 0.07% | 164 |
|
|
2022
Q4 | $41.7K | Buy |
+492
| New | +$41.7K | 0.01% | 452 |
|