ORG Partners’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
Q1 | – | Sell |
-2,686
| Closed | -$346K | – | 1466 |
|
|
2024
Q4 | $346K | Sell |
2,686
-12
| -0.4% | -$1.55K | 0.05% | 237 |
|
|
2024
Q3 | $341K | Sell |
2,698
-6
| -0.2% | -$758 | 0.05% | 214 |
|
|
2024
Q2 | $324K | Buy |
+2,704
| New | +$324K | 0.04% | 314 |
|
|
2024
Q1 | – | Sell |
-5,757
| Closed | -$605K | – | 707 |
|
|
2023
Q4 | $605K | Buy |
5,757
+5,435
| +1,688% | +$572K | 0.1% | 160 |
|
|
2023
Q3 | $30.4K | Sell |
322
-42,913
| -99% | -$4.05M | 0.01% | 613 |
|
|
2023
Q2 | $4.22M | Buy |
+43,235
| New | +$4.22M | 0.69% | 30 |
|