TritonPoint Wealth’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 | $362K | Hold |
2,678
| – | – | 0.03% | 259 |
|
|
2025
Q1 | $326K | Hold |
2,678
| – | – | 0.03% | 265 |
|
|
2024
Q4 | $345K | Hold |
2,678
| – | – | 0.03% | 252 |
|
|
2024
Q3 | $337K | Hold |
2,678
| – | – | 0.03% | 250 |
|
|
2024
Q2 | $320K | Hold |
2,678
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $370K | Sell |
2,678
-850
| -24% | -$117K | 0.04% | 236 |
|
|
2023
Q4 | $370K | Buy |
+3,528
| New | +$370K | 0.04% | 245 |
|