Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.59M | Buy |
66,890
+5,796
| +9% | +$571K | 0.44% | 41 |
|
|
2021
Q2 | $6.02M | Buy |
61,094
+7,019
| +13% | +$691K | 0.4% | 48 |
|
|
2021
Q1 | $4.91M | Sell |
54,075
-4,421
| -8% | -$402K | 0.36% | 60 |
|
|
2020
Q4 | $5.03M | Buy |
58,496
+2,320
| +4% | +$200K | 0.39% | 56 |
|
|
2020
Q3 | $4.54M | Buy |
56,176
+13,227
| +31% | +$1.07M | 0.4% | 55 |
|
|
2020
Q2 | $3.01M | Buy |
42,949
+20,112
| +88% | +$1.41M | 0.29% | 79 |
|
|
2020
Q1 | $1.31M | Buy |
+22,837
| New | +$1.31M | 0.15% | 127 |
|