Quadcap Wealth Management’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 | $272K | Sell |
2,011
-6
| -0.3% | -$812 | 0.03% | 337 |
|
|
2025
Q1 | $246K | Sell |
2,017
-198
| -9% | -$24.1K | 0.04% | 333 |
|
|
2024
Q4 | $285K | Sell |
2,215
-1,408
| -39% | -$181K | 0.04% | 312 |
|
|
2024
Q3 | $457K | Sell |
3,623
-98
| -3% | -$12.4K | 0.07% | 258 |
|
|
2024
Q2 | $444K | Sell |
3,721
-92
| -2% | -$11K | 0.08% | 262 |
|
|
2024
Q1 | $438K | Sell |
3,813
-1,241
| -25% | -$143K | 0.1% | 226 |
|
|
2023
Q4 | $530K | Buy |
+5,054
| New | +$530K | 0.14% | 198 |
|