M. Kulyk & 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 | – | Sell |
-2,942
| Closed | -$317K | – | 104 |
|
|
2021
Q4 | $317K | Sell |
2,942
-101
| -3% | -$10.9K | 0.08% | 77 |
|
|
2021
Q3 | $300K | Sell |
3,043
-108
| -3% | -$10.6K | 0.1% | 61 |
|
|
2021
Q2 | $310K | Sell |
3,151
-14,766
| -82% | -$1.45M | 0.11% | 56 |
|
|
2021
Q1 | $1.63M | Buy |
17,917
+2,129
| +13% | +$193K | 0.61% | 41 |
|
|
2020
Q4 | $1.36M | Buy |
+15,788
| New | +$1.36M | 0.75% | 38 |
|