Milestone Investment Advisors’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 | $353K | Sell |
2,609
-272
| -9% | -$36.8K | 0.09% | 68 |
|
|
2025
Q1 | $351K | Buy |
2,881
+2
| +0.1% | +$244 | 0.1% | 67 |
|
|
2024
Q4 | $371K | Buy |
2,879
+2
| +0.1% | +$258 | 0.1% | 66 |
|
|
2024
Q3 | $363K | Buy |
2,877
+2
| +0.1% | +$252 | 0.1% | 67 |
|
|
2024
Q2 | $343K | Buy |
2,875
+30
| +1% | +$3.58K | 0.09% | 65 |
|
|
2024
Q1 | $327K | Buy |
2,845
+451
| +19% | +$51.8K | 0.09% | 62 |
|
|
2023
Q4 | $251K | Hold |
2,394
| – | – | 0.07% | 66 |
|
|
2023
Q3 | $225K | Hold |
2,394
| – | – | 0.06% | 97 |
|
|
2023
Q2 | $233K | Sell |
2,394
-100
| -4% | -$9.75K | 0.07% | 65 |
|
|
2023
Q1 | $226K | Hold |
2,494
| – | – | 0.07% | 97 |
|
|
2022
Q4 | $211K | Buy |
+2,494
| New | +$211K | 0.07% | 64 |
|