Plum Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,951
| Closed | -$1.28M | – | 84 |
|
|
2024
Q4 | $1.28M | Sell |
9,951
-474
| -5% | -$61.1K | 0.63% | 38 |
|
|
2024
Q3 | $1.32M | Sell |
10,425
-208
| -2% | -$26.2K | 0.67% | 35 |
|
|
2024
Q2 | $1.27M | Buy |
10,633
+208
| +2% | +$24.8K | 0.74% | 36 |
|
|
2024
Q1 | $1.32M | Buy |
10,425
+1,040
| +11% | +$131K | 0.67% | 35 |
|
|
2023
Q4 | $985K | Buy |
+9,385
| New | +$985K | 0.66% | 35 |
|