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Thrive Capital Management (Pennsylvania)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Thrive Capital Management (Pennsylvania)’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,490
Closed -$261K – 142
2023
Q4 		$261K Sell
2,490
-189
-7% -$18.5K 0.14% 112
2023
Q3 		$252K Sell
2,679
-449
-14% -$44K 0.14% 112
2023
Q2 		$305K Buy
3,128
+374
+14% +$34.5K 0.17% 94
2023
Q1 		$245K Buy
+2,754
New +$244K 0.15% 108
2022
Q4 		– Sell
-2,956
Closed -$235K – 118
2022
Q3 		$235K Sell
2,956
-1,858
-39% -$165K 0.16% 99
2022
Q2 		$404K Sell
4,814
-4,330
-47% -$396K 0.28% 58
2022
Q1 		$927K Buy
9,144
+1,637
+22% +$164K 0.56% 40
2021
Q4 		$810K Buy
+7,507
New +$788K 0.53% 45

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