Vise Technologies’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 | $547K | Buy |
+4,042
| New | +$547K | 0.02% | 606 |
|
|
2024
Q4 | $324K | Buy |
2,514
+45
| +2% | +$5.8K | 0.03% | 559 |
|
|
2024
Q3 | $312K | Buy |
+2,469
| New | +$312K | 0.04% | 434 |
|
|
2024
Q1 | – | Sell |
-3,326
| Closed | -$349K | – | 386 |
|
|
2023
Q4 | $349K | Buy |
3,326
+297
| +10% | +$31.2K | 0.08% | 242 |
|
|
2023
Q3 | $284K | Buy |
3,029
+573
| +23% | +$53.8K | 0.07% | 251 |
|
|
2023
Q2 | $239K | Sell |
2,456
-645
| -21% | -$62.9K | 0.06% | 289 |
|
|
2023
Q1 | $280K | Buy |
+3,101
| New | +$280K | 0.07% | 257 |
|