MIM
Macroview Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
16,319
+1,985
| +14% | +$269K | 1.8% | 19 |
|
|
2025
Q1 | $1.75M | Sell |
14,334
-1,273
| -8% | -$155K | 1.63% | 22 |
|
|
2024
Q4 | $2.01M | Buy |
15,607
+103
| +0.7% | +$13.3K | 2.03% | 19 |
|
|
2024
Q3 | $1.96M | Sell |
15,504
-828
| -5% | -$104K | 1.91% | 17 |
|
|
2024
Q2 | $1.95M | Sell |
16,332
-4,756
| -23% | -$567K | 2.06% | 16 |
|
|
2024
Q1 | $2.42M | Sell |
21,088
-8,295
| -28% | -$954K | 2.66% | 10 |
|
|
2023
Q4 | $3.08M | Sell |
29,383
-730
| -2% | -$76.6K | 3.63% | 4 |
|
|
2023
Q3 | $2.83M | Sell |
30,113
-113
| -0.4% | -$10.6K | 3.77% | 3 |
|
|
2023
Q2 | $2.95M | Sell |
30,226
-393
| -1% | -$38.3K | 4.53% | 2 |
|
|
2023
Q1 | $2.77M | Sell |
30,619
-7,870
| -20% | -$712K | 4.44% | 2 |
|
|
2022
Q4 | $3.26M | Sell |
38,489
-2,171
| -5% | -$184K | 5.6% | 2 |
|
|
2022
Q3 | $3.23M | Buy |
40,660
+3,237
| +9% | +$257K | 5.9% | 1 |
|
|
2022
Q2 | $3.14M | Sell |
37,423
-19,375
| -34% | -$1.63M | 5.12% | 2 |
|
|
2022
Q1 | $5.76M | Buy |
56,798
+3,308
| +6% | +$335K | 8.23% | 1 |
|
|
2021
Q4 | $5.77M | Sell |
53,490
-1,340
| -2% | -$145K | 7.37% | 1 |
|
|
2021
Q3 | $5.4M | Buy |
54,830
+11,196
| +26% | +$1.1M | 6.99% | 1 |
|
|
2021
Q2 | $4.3M | Buy |
43,634
+1,286
| +3% | +$127K | 5.76% | 2 |
|
|
2021
Q1 | $3.85M | Buy |
42,348
+50
| +0.1% | +$4.54K | 5.51% | 4 |
|
|
2020
Q4 | $3.64M | Buy |
42,298
+451
| +1% | +$38.8K | 5.41% | 4 |
|
|
2020
Q3 | $3.19M | Sell |
41,847
-2,478
| -6% | -$189K | 5.45% | 5 |
|
|
2020
Q2 | $3.1M | Buy |
44,325
+20,328
| +85% | +$1.42M | 6.57% | 4 |
|
|
2020
Q1 | $1.38M | Buy |
+23,997
| New | +$1.38M | 2.95% | 11 |
|