Family Asset Management’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
Q3 | $38.7K | Sell |
307
-1
| -0.3% | -$126 | 0.02% | 148 |
|
|
2024
Q2 | $36.8K | Hold |
308
| – | – | 0.02% | 152 |
|
|
2024
Q1 | $35.4K | Hold |
308
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $32.3K | Sell |
308
-30
| -9% | -$3.15K | 0.02% | 136 |
|
|
2023
Q3 | $31.7K | Sell |
338
-40
| -11% | -$3.76K | 0.02% | 137 |
|
|
2023
Q2 | $36.8K | Hold |
378
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $34.2K | Sell |
378
-2
| -0.5% | -$181 | 0.03% | 139 |
|
|
2022
Q4 | $32.2K | Buy |
+380
| New | +$32.2K | 0.03% | 124 |
|