Gallagher Fiduciary Advisors’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 | – | Sell |
-2,115
| Closed | -$252K | – | 283 |
|
|
2024
Q2 | $252K | Buy |
2,115
+268
| +15% | +$32K | 0.06% | 191 |
|
|
2024
Q1 | $212K | Buy |
+1,847
| New | +$212K | 0.01% | 183 |
|
|
2023
Q4 | – | Sell |
-2,165
| Closed | -$203K | – | 183 |
|
|
2023
Q3 | $203K | Buy |
+2,165
| New | +$203K | 0.02% | 165 |
|
|
2023
Q2 | – | Sell |
-3,100
| Closed | -$280K | – | 215 |
|
|
2023
Q1 | $280K | Buy |
+3,100
| New | +$280K | 0.02% | 157 |
|