Scott 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 | $1.42M | Buy |
10,425
+1,071
| +11% | +$146K | 0.39% | 21 |
|
|
2025
Q1 | $1.14M | Sell |
9,354
-7,737
| -45% | -$943K | 0.34% | 23 |
|
|
2024
Q4 | $2.19M | Sell |
17,091
-484
| -3% | -$61.9K | 0.63% | 17 |
|
|
2024
Q3 | $2.22M | Buy |
17,575
+2,782
| +19% | +$351K | 0.63% | 17 |
|
|
2024
Q2 | $1.8M | Sell |
14,793
-562
| -4% | -$68.5K | 0.53% | 18 |
|
|
2024
Q1 | $1.75M | Sell |
15,355
-1,222
| -7% | -$140K | 0.53% | 18 |
|
|
2023
Q4 | $1.74M | Buy |
16,577
+36
| +0.2% | +$3.78K | 0.58% | 17 |
|
|
2023
Q3 | $1.58M | Buy |
16,541
+45
| +0.3% | +$4.31K | 0.63% | 16 |
|
|
2023
Q2 | $1.61M | Buy |
16,496
+33
| +0.2% | +$3.22K | 0.69% | 16 |
|
|
2023
Q1 | $1.49M | Buy |
+16,463
| New | +$1.49M | 0.72% | 16 |
|