Seven Post Investment Office’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 | $343K | Hold |
2,532
| – | – | 0.13% | 29 |
|
|
2025
Q1 | $309K | Hold |
2,532
| – | – | 0.12% | 30 |
|
|
2024
Q4 | $326K | Hold |
2,532
| – | – | 0.12% | 30 |
|
|
2024
Q3 | $319K | Hold |
2,532
| – | – | 0.05% | 46 |
|
|
2024
Q2 | $302K | Hold |
2,532
| – | – | 0.06% | 48 |
|
|
2024
Q1 | $291K | Hold |
2,532
| – | – | 0.07% | 48 |
|
|
2023
Q4 | $266K | Hold |
2,532
| – | – | 0.07% | 49 |
|
|
2023
Q3 | $238K | Hold |
2,532
| – | – | 0.07% | 49 |
|
|
2023
Q2 | $247K | Hold |
2,532
| – | – | 0.08% | 49 |
|
|
2023
Q1 | $229K | Hold |
2,532
| – | – | 0.08% | 48 |
|
|
2022
Q4 | $215K | Hold |
2,532
| – | – | 0.08% | 49 |
|
|
2022
Q3 | $201K | Hold |
2,532
| – | – | 0.08% | 42 |
|
|
2022
Q2 | $212K | Hold |
2,532
| – | – | 0.08% | 43 |
|
|
2022
Q1 | $257K | Buy |
+2,532
| New | +$257K | 0.08% | 42 |
|