Semmax Financial 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 | – | Hold |
0
| – | -$29 | – | 420 |
|
|
2025
Q1 | – | Hold |
0
| – | -$32 | – | 423 |
|
|
2024
Q4 | – | Hold |
0
| – | -$31 | – | 350 |
|
|
2024
Q3 | – | Hold |
0
| – | -$28 | – | 370 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$146 | – | 406 |
|
|
2024
Q1 | $146 | Sell |
1
-1,377
| -100% | -$201K | ﹤0.01% | 389 |
|
|
2023
Q4 | $150K | Buy |
1,378
+1,310
| +1,926% | +$142K | 0.05% | 115 |
|
|
2023
Q3 | $6.57K | Buy |
+68
| New | +$6.57K | ﹤0.01% | 213 |
|