Shotwell Rutter Baer’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 | $746K | Sell |
5,465
-137
| -2% | -$18.7K | 0.51% | 21 |
|
|
2025
Q1 | $618K | Sell |
5,602
-556
| -9% | -$61.3K | 0.54% | 21 |
|
|
2024
Q4 | $786K | Sell |
6,158
-346
| -5% | -$44.2K | 0.66% | 20 |
|
|
2024
Q3 | $819K | Sell |
6,504
-101
| -2% | -$12.7K | 0.67% | 19 |
|
|
2024
Q2 | $805K | Sell |
6,605
-809
| -11% | -$98.6K | 0.71% | 20 |
|
|
2024
Q1 | $847K | Sell |
7,414
-556
| -7% | -$63.5K | 1.72% | 8 |
|
|
2023
Q4 | $837K | Buy |
+7,970
| New | +$837K | 0.8% | 18 |
|