MONECO 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 | $325K | Sell |
2,403
-836
| -26% | -$113K | 0.03% | 365 |
|
|
2025
Q1 | $395K | Buy |
3,239
+37
| +1% | +$4.51K | 0.04% | 318 |
|
|
2024
Q4 | $413K | Buy |
3,202
+881
| +38% | +$114K | 0.04% | 314 |
|
|
2024
Q3 | $293K | Buy |
2,321
+134
| +6% | +$16.9K | 0.04% | 344 |
|
|
2024
Q2 | $261K | Sell |
2,187
-35
| -2% | -$4.18K | 0.04% | 348 |
|
|
2024
Q1 | $255K | Buy |
2,222
+26
| +1% | +$2.99K | 0.04% | 344 |
|
|
2023
Q4 | $230K | Sell |
2,196
-139
| -6% | -$14.6K | 0.04% | 336 |
|
|
2023
Q3 | $219K | Sell |
2,335
-74
| -3% | -$6.95K | 0.06% | 302 |
|
|
2023
Q2 | $235K | Sell |
2,409
-644
| -21% | -$62.8K | 0.06% | 294 |
|
|
2023
Q1 | $276K | Sell |
3,053
-460
| -13% | -$41.6K | 0.08% | 259 |
|
|
2022
Q4 | $298K | Sell |
3,513
-1,560
| -31% | -$132K | 0.11% | 194 |
|
|
2022
Q3 | $403K | Sell |
5,073
-279
| -5% | -$22.2K | 0.16% | 146 |
|
|
2022
Q2 | $449K | Sell |
5,352
-718
| -12% | -$60.2K | 0.17% | 133 |
|
|
2022
Q1 | $615K | Sell |
6,070
-123
| -2% | -$12.5K | 0.23% | 107 |
|
|
2021
Q4 | $621K | Buy |
6,193
+162
| +3% | +$16.2K | 0.23% | 105 |
|
|
2021
Q3 | $594K | Buy |
+6,031
| New | +$594K | 0.23% | 96 |
|