Klingman & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
1,826
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $223K | Hold |
1,826
| – | – | 0.01% | 252 |
|
|
2024
Q4 | $235K | Hold |
1,826
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $230K | Hold |
1,826
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $218K | Hold |
1,826
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $210K | Buy |
+1,826
| New | +$210K | 0.01% | 226 |
|