Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-459
| Closed | -$44.7K | – | 560 |
|
|
2023
Q2 | $44.7K | Hold |
459
| – | – | 0.02% | 209 |
|
|
2023
Q1 | $41.5K | Hold |
459
| – | – | 0.02% | 242 |
|
|
2022
Q4 | $38.9K | Hold |
459
| – | – | 0.02% | 229 |
|
|
2022
Q3 | $36K | Hold |
459
| – | – | 0.02% | 250 |
|
|
2022
Q2 | $39K | Hold |
459
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $47K | Hold |
459
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $50K | Buy |
+459
| New | +$50K | 0.02% | 206 |
|