Maxim Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$541K Buy
7,375
+1,052
+17% +$69.3K 0.48% 26
2020
Q1
$364K Buy
+6,323
New +$430K 0.38% 26

Other funds holding ESGU

Maxim Capital Management's ESGU Position: Q2 2020 in Review

Maxim Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 17% in Q2 2020, buying an estimated $69.3K and bringing the position to 7,375 shares worth $541K. The position accounts for 0.48% of the portfolio, ranked #26.

Maxim Capital Management first reported a position in ESGU in Q1 2020 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold ESGU as of Q2 2020.

  • Maxim Capital Management held 7,375 shares of iShares ESG Aware MSCI USA ETF worth $541K as of Q2 2020.
  • Maxim Capital Management bought 1,052 iShares ESG Aware MSCI USA ETF shares in Q2 2020, an estimated $69.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.48% of Maxim Capital Management's portfolio in Q2 2020, its #26 holding.
  • Maxim Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.