InterOcean Capital Group’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
Q1
$367K Sell
3,189
-370
-10% -$42.5K 0.01% 351
2023
Q4
$373K Buy
3,559
+370
+12% +$38.8K 0.01% 343
2023
Q3
$299K Hold
3,189
0.01% 349
2023
Q2
$311K Hold
3,189
0.01% 351
2023
Q1
$288K Buy
+3,189
New +$288K 0.01% 327