Loring Wolcott & Coolidge Fiduciary Advisors’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 | $113K | Hold |
837
| – | – | ﹤0.01% | 335 |
|
|
2025
Q1 | $97.6K | Sell |
837
-180
| -18% | -$21K | ﹤0.01% | 334 |
|
|
2024
Q4 | $134K | Sell |
1,017
-420
| -29% | -$55.3K | ﹤0.01% | 322 |
|
|
2024
Q3 | $183K | Sell |
1,437
-72
| -5% | -$9.15K | ﹤0.01% | 288 |
|
|
2024
Q2 | $187K | Hold |
1,509
| – | – | ﹤0.01% | 279 |
|
|
2024
Q1 | $165K | Sell |
1,509
-443
| -23% | -$48.6K | ﹤0.01% | 290 |
|
|
2023
Q4 | $207K | Sell |
1,952
-244
| -11% | -$25.9K | ﹤0.01% | 276 |
|
|
2023
Q3 | $207K | Hold |
2,196
| – | – | ﹤0.01% | 282 |
|
|
2023
Q2 | $214K | Buy |
+2,196
| New | +$214K | ﹤0.01% | 291 |
|