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Interchange Capital Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Interchange Capital Partners’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,313
Closed -$1.61M – 169
2023
Q4 		$1.61M Buy
15,313
+150
+1% +$14.7K 1.21% 19
2023
Q3 		$1.42M Sell
15,163
-3,198
-17% -$313K 1.13% 23
2023
Q2 		$1.79M Buy
18,361
+3,341
+22% +$309K 1.37% 19
2023
Q1 		$1.36M Sell
15,020
-12,704
-46% -$1.12M 0.74% 34
2022
Q4 		$2.35M Buy
27,724
+1,483
+6% +$127K 2.4% 8
2022
Q3 		$2.08M Buy
26,241
+8,137
+45% +$721K 2.29% 6
2022
Q2 		$1.52M Buy
18,104
+15,050
+493% +$1.37M 1.71% 13
2022
Q1 		$309K Buy
3,054
+440
+17% +$44.1K 0.32% 109
2021
Q4 		$282K Buy
+2,614
New +$274K 0.28% 118

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