Fortitude 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 | $39.9K | Hold |
295
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $36K | Hold |
295
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $38K | Hold |
295
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $37.2K | Hold |
295
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $35.2K | Hold |
295
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $33.9K | Sell |
295
-810
| -73% | -$93.1K | 0.02% | 197 |
|
|
2023
Q4 | $116K | Buy |
+1,105
| New | +$116K | 0.09% | 100 |
|