HKIMG
Hutchens & Kramer Investment Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
2,652
-7
| -0.3% | -$945 | 0.16% | 95 |
|
|
2025
Q1 | $324K | Buy |
2,659
+51
| +2% | +$6.22K | 0.18% | 94 |
|
|
2024
Q4 | $336K | Buy |
2,608
+111
| +4% | +$14.3K | 0.18% | 94 |
|
|
2024
Q3 | $312K | Sell |
2,497
-25
| -1% | -$3.12K | 0.17% | 105 |
|
|
2024
Q2 | $302K | Sell |
2,522
-147
| -6% | -$17.6K | 0.17% | 101 |
|
|
2024
Q1 | $306K | Sell |
2,669
-2,373
| -47% | -$272K | 0.18% | 94 |
|
|
2023
Q4 | $529K | Buy |
5,042
+177
| +4% | +$18.6K | 0.37% | 55 |
|
|
2023
Q3 | $456K | Sell |
4,865
-523
| -10% | -$49.1K | 0.36% | 56 |
|
|
2023
Q2 | $525K | Buy |
5,388
+1,659
| +44% | +$162K | 0.42% | 52 |
|
|
2023
Q1 | $337K | Sell |
3,729
-4,977
| -57% | -$450K | 0.29% | 65 |
|
|
2022
Q4 | $738K | Sell |
8,706
-348
| -4% | -$29.5K | 0.54% | 42 |
|
|
2022
Q3 | $738K | Sell |
9,054
-357
| -4% | -$29.1K | 0.6% | 36 |
|
|
2022
Q2 | $799K | Sell |
9,411
-1,846
| -16% | -$157K | 0.59% | 39 |
|
|
2022
Q1 | $1.14M | Sell |
11,257
-8
| -0.1% | -$812 | 0.63% | 40 |
|
|
2021
Q4 | $1.14M | Buy |
+11,265
| New | +$1.14M | 0.72% | 36 |
|