Moneta Group 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 | $2.63M | Sell |
19,411
-129
| -0.7% | -$17.5K | 0.03% | 199 |
|
|
2025
Q1 | $2.38M | Buy |
19,540
+4,147
| +27% | +$506K | 0.03% | 192 |
|
|
2024
Q4 | $1.98M | Buy |
15,393
+620
| +4% | +$79.9K | 0.03% | 209 |
|
|
2024
Q3 | $1.86M | Hold |
14,773
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $1.76M | Buy |
14,773
+8,703
| +143% | +$1.04M | 0.03% | 200 |
|
|
2024
Q1 | $698K | Buy |
+6,070
| New | +$698K | 0.01% | 320 |
|
|
2023
Q3 | – | Sell |
-5,750
| Closed | -$560K | – | 540 |
|
|
2023
Q2 | $560K | Buy |
+5,750
| New | +$560K | 0.01% | 301 |
|