Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $669K | Buy |
+5,490
| New | +$669K | 0.15% | 85 |
|
|
2024
Q2 | $1.43M | Sell |
11,984
-17,551
| -59% | -$2.09M | 0.36% | 63 |
|
|
2024
Q1 | $3.22M | Sell |
29,535
-1,014,785
| -97% | -$111M | 0.43% | 59 |
|
|
2023
Q4 | $2.61M | Buy |
1,044,320
+17,218
| +2% | +$43K | 0.03% | 187 |
|
|
2023
Q3 | $803K | Buy |
1,027,102
+937,404
| +1,045% | +$732K | 0.01% | 386 |
|
|
2023
Q2 | $8.74K | Buy |
89,698
+5,671
| +7% | +$553 | 0.02% | 378 |
|
|
2023
Q1 | $7.6K | Buy |
+84,027
| New | +$7.6K | 0.23% | 79 |
|