Fort Point Capital Partners’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 | $366K | Sell |
2,703
-29
| -1% | -$3.92K | 0.03% | 244 |
|
|
2025
Q1 | $333K | Hold |
2,732
| – | – | 0.04% | 249 |
|
|
2024
Q4 | $352K | Hold |
2,732
| – | – | 0.04% | 232 |
|
|
2024
Q3 | $345K | Hold |
2,732
| – | – | 0.04% | 221 |
|
|
2024
Q2 | $326K | Hold |
2,732
| – | – | 0.04% | 235 |
|
|
2024
Q1 | $314K | Sell |
2,732
-65
| -2% | -$7.47K | 0.04% | 248 |
|
|
2023
Q4 | $293K | Buy |
2,797
+658
| +31% | +$69K | 0.04% | 234 |
|
|
2023
Q3 | $201K | Hold |
2,139
| – | – | 0.03% | 255 |
|
|
2023
Q2 | $208K | Buy |
+2,139
| New | +$208K | 0.03% | 248 |
|