MCM
MontVue Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
3,275
-3
| -0.1% | -$406 | 0.32% | 41 |
|
|
2025
Q1 | $400K | Hold |
3,278
| – | – | 0.32% | 42 |
|
|
2024
Q4 | $422K | Sell |
3,278
-452
| -12% | -$58.2K | 0.32% | 40 |
|
|
2024
Q3 | $471K | Sell |
3,730
-4
| -0.1% | -$505 | 0.36% | 38 |
|
|
2024
Q2 | $446K | Hold |
3,734
| – | – | 0.35% | 38 |
|
|
2024
Q1 | $429K | Hold |
3,734
| – | – | 0.38% | 35 |
|
|
2023
Q4 | $392K | Buy |
+3,734
| New | +$392K | 0.38% | 36 |
|