SPIA
Strategic Point Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
12,770
-805
| -6% | -$109K | 0.27% | 25 |
|
|
2025
Q1 | $1.65M | Sell |
13,575
-70
| -0.5% | -$8.53K | 0.28% | 25 |
|
|
2024
Q4 | $1.76M | Buy |
13,645
+120
| +0.9% | +$15.5K | 0.29% | 25 |
|
|
2024
Q3 | $1.71M | Sell |
13,525
-90
| -0.7% | -$11.4K | 0.28% | 24 |
|
|
2024
Q2 | $1.62M | Sell |
13,615
-25
| -0.2% | -$2.98K | 0.29% | 24 |
|
|
2024
Q1 | $1.57M | Sell |
13,640
-140
| -1% | -$16.1K | 0.28% | 24 |
|
|
2023
Q4 | $1.45M | Buy |
13,780
+520
| +4% | +$54.6K | 0.28% | 26 |
|
|
2023
Q3 | $1.25M | Buy |
+13,260
| New | +$1.25M | 0.27% | 28 |
|