Parsec Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$5.64M Buy
2022
Q4
$4.82M Buy
2022
Q3
$4.06M Buy
2022
Q2
$3.97M Buy
2022
Q1
$4.2M Buy
2021
Q4
$3.54M Buy
2021
Q3
$3.42M Sell
2021
Q2
$3.16M Buy
2021
Q1
$2.62M Buy
2020
Q4
$2.24M Buy
2020
Q3
$1.91M Buy
2020
Q2
$1.73M Buy
2020
Q1
$1.36M Buy
2019
Q4
$616K Buy
2019
Q3
$281K Buy