Resonant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Hold |
5,048
| – | – | 0.04% | 203 |
|
|
2025
Q1 | $615K | Hold |
5,048
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $650K | Hold |
5,048
| – | – | 0.05% | 180 |
|
|
2024
Q3 | $637K | Sell |
5,048
-1,878
| -27% | -$237K | 0.05% | 187 |
|
|
2024
Q2 | $826K | Sell |
6,926
-2,181
| -24% | -$260K | 0.07% | 165 |
|
|
2024
Q1 | $1.05M | Buy |
+9,107
| New | +$1.05M | 0.09% | 136 |
|