Gradient Investments’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 |
-1
| Closed | -$111 | – | 617 |
|
|
2024
Q2 | $111 | Sell |
1
-43
| -98% | -$4.77K | ﹤0.01% | 1304 |
|
|
2024
Q1 | $5.06K | Buy |
+44
| New | +$5.06K | ﹤0.01% | 724 |
|
|
2022
Q3 | – | Sell |
-65
| Closed | -$5K | – | 1390 |
|
|
2022
Q2 | $5K | Sell |
65
-69
| -51% | -$5.31K | ﹤0.01% | 888 |
|
|
2022
Q1 | $14K | Sell |
134
-188
| -58% | -$19.6K | ﹤0.01% | 709 |
|
|
2021
Q4 | $35K | Sell |
322
-726
| -69% | -$78.9K | ﹤0.01% | 550 |
|
|
2021
Q3 | $103K | Buy |
+1,048
| New | +$103K | ﹤0.01% | 362 |
|