Stratos Investment Management’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 | $210K | Buy |
+1,555
| New | +$210K | 0.01% | 342 |
|
|
2025
Q1 | – | Sell |
-1,573
| Closed | -$203K | – | 322 |
|
|
2024
Q4 | $203K | Buy |
+1,573
| New | +$203K | 0.01% | 265 |
|
|
2022
Q2 | – | Sell |
-2,376
| Closed | -$241K | – | 155 |
|
|
2022
Q1 | $241K | Buy |
+2,376
| New | +$241K | 0.04% | 151 |
|
|
2021
Q4 | – | Sell |
-21,734
| Closed | -$2.14M | – | 201 |
|
|
2021
Q3 | $2.14M | Buy |
+21,734
| New | +$2.14M | 0.37% | 69 |
|