Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,545
| Closed | -$117K | – | 392 |
|
|
2023
Q1 | $117K | Sell |
17,545
-9,679
| -36% | -$64.6K | 0.01% | 437 |
|
|
2022
Q4 | $2.31M | Buy |
27,224
+958
| +4% | +$81.2K | 0.1% | 176 |
|
|
2022
Q3 | $2.09M | Sell |
26,266
-77
| -0.3% | -$6.12K | 0.12% | 156 |
|
|
2022
Q2 | $2.24M | Buy |
26,343
+342
| +1% | +$29K | 0.2% | 121 |
|
|
2022
Q1 | $2.64M | Buy |
26,001
+2,778
| +12% | +$282K | 0.15% | 157 |
|
|
2021
Q4 | $2.51M | Buy |
+23,223
| New | +$2.51M | 0.21% | 115 |
|
|
2021
Q1 | $1.92M | Buy |
21,160
+8,727
| +70% | +$793K | 0.15% | 144 |
|
|
2020
Q4 | $1.07M | Buy |
+12,433
| New | +$1.07M | 0.1% | 176 |
|