Private Client Services’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
Q2 | $330K | Buy |
2,442
+8
| +0.3% | +$1.08K | 0.13% | 139 |
|
|
2025
Q1 | $297K | Sell |
2,434
-19
| -0.8% | -$2.32K | 0.15% | 134 |
|
|
2024
Q4 | $316K | Sell |
2,453
-29
| -1% | -$3.74K | 0.17% | 119 |
|
|
2024
Q3 | $313K | Buy |
2,482
+8
| +0.3% | +$1.01K | 0.17% | 117 |
|
|
2024
Q2 | $295K | Sell |
2,474
-7
| -0.3% | -$835 | 0.19% | 102 |
|
|
2024
Q1 | $285K | Buy |
2,481
+6
| +0.2% | +$690 | 0.19% | 102 |
|
|
2023
Q4 | $260K | Buy |
+2,475
| New | +$260K | 0.21% | 115 |
|