Metis Global Partners’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 | $1.02M | Sell |
7,542
-787
| -9% | -$106K | 0.03% | 459 |
|
|
2025
Q1 | $1.02M | Buy |
8,329
+3,075
| +59% | +$375K | 0.03% | 460 |
|
|
2024
Q4 | $677K | Sell |
5,254
-778
| -13% | -$100K | 0.02% | 521 |
|
|
2024
Q3 | $761K | Buy |
6,032
+2,733
| +83% | +$345K | 0.02% | 485 |
|
|
2024
Q2 | $394K | Sell |
3,299
-5,733
| -63% | -$684K | 0.01% | 592 |
|
|
2024
Q1 | $1.04M | Buy |
+9,032
| New | +$1.04M | 0.04% | 416 |
|
|
2023
Q4 | – | Sell |
-4,082
| Closed | -$383K | – | 751 |
|
|
2023
Q3 | $383K | Sell |
4,082
-997
| -20% | -$93.6K | 0.02% | 588 |
|
|
2023
Q2 | $495K | Buy |
+5,079
| New | +$495K | 0.03% | 522 |
|