Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $71.2M | Buy |
840,339
+39,108
| +5% | +$3.31M | 0.35% | 65 |
|
|
2022
Q3 | $63.6M | Buy |
801,231
+46,719
| +6% | +$3.71M | 0.34% | 68 |
|
|
2022
Q2 | $63.3M | Buy |
754,512
+62,401
| +9% | +$5.24M | 0.33% | 65 |
|
|
2022
Q1 | $70.1M | Buy |
692,111
+34,661
| +5% | +$3.51M | 0.33% | 73 |
|
|
2021
Q4 | $71M | Buy |
657,450
+34,202
| +5% | +$3.69M | 0.33% | 71 |
|
|
2021
Q3 | $61.4M | Buy |
623,248
+48,778
| +8% | +$4.8M | 0.31% | 75 |
|
|
2021
Q2 | $56.6M | Buy |
574,470
+57,000
| +11% | +$5.61M | 0.29% | 82 |
|
|
2021
Q1 | $47M | Buy |
517,470
+89,093
| +21% | +$8.1M | 0.27% | 92 |
|
|
2020
Q4 | $36.9M | Buy |
428,377
+99,568
| +30% | +$8.57M | 0.24% | 97 |
|
|
2020
Q3 | $25.1M | Buy |
328,809
+48,184
| +17% | +$3.67M | 0.19% | 104 |
|
|
2020
Q2 | $19.6M | Buy |
+280,625
| New | +$19.6M | 0.16% | 107 |
|