Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.5M | Buy |
24,696
+2,217
| +10% | +$225K | 1.59% | 13 |
|
|
2021
Q4 | $2.43M | Buy |
22,479
+1,469
| +7% | +$158K | 1.66% | 11 |
|
|
2021
Q3 | $2.07M | Buy |
21,010
+369
| +2% | +$36.3K | 1.58% | 13 |
|
|
2021
Q2 | $2.03M | Sell |
20,641
-658
| -3% | -$64.8K | 1.58% | 13 |
|
|
2021
Q1 | $1.94M | Buy |
21,299
+196
| +0.9% | +$17.8K | 1.74% | 12 |
|
|
2020
Q4 | $1.82M | Buy |
+21,103
| New | +$1.82M | 1.72% | 13 |
|