Sumitomo Mitsui Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,160,614
| Closed | -$133M | – | 144 |
|
|
2024
Q1 | $133M | Hold |
1,160,614
| – | – | 4.13% | 2 |
|
|
2023
Q4 | $122M | Buy |
1,160,614
+93,614
| +9% | +$9.82M | 3.86% | 2 |
|
|
2023
Q3 | $100M | Buy |
+1,067,000
| New | +$100M | 3.23% | 4 |
|
|
2023
Q2 | – | Sell |
-974,038
| Closed | -$88.1M | – | 151 |
|
|
2023
Q1 | $88.1M | Buy |
+974,038
| New | +$88.1M | 2.76% | 5 |
|
|
2022
Q3 | – | Sell |
-885,000
| Closed | -$74.3M | – | 153 |
|
|
2022
Q2 | $74.3M | Buy |
+885,000
| New | +$74.3M | 2.08% | 8 |
|