Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $473K | Buy |
+3,671
| New | +$473K | 0.02% | 134 |
|
|
2022
Q1 | – | Sell |
-40,681
| Closed | -$4.39M | – | 205 |
|
|
2021
Q4 | $4.39M | Hold |
40,681
| – | – | 0.32% | 44 |
|
|
2021
Q3 | $4.01M | Hold |
40,681
| – | – | 0.33% | 47 |
|
|
2021
Q2 | $4.01M | Buy |
40,681
+108
| +0.3% | +$10.6K | 0.34% | 52 |
|
|
2021
Q1 | $3.69M | Buy |
40,573
+73
| +0.2% | +$6.63K | 0.42% | 46 |
|
|
2020
Q4 | $3.49M | Buy |
40,500
+24,500
| +153% | +$2.11M | 0.37% | 54 |
|
|
2020
Q3 | $1.22M | Buy |
+16,000
| New | +$1.22M | 0.18% | 73 |
|