Windham Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,392
| Closed | -$1.96M | – | 6 |
|
|
2024
Q2 | $1.96M | Hold |
16,392
| – | – | 1.53% | 17 |
|
|
2024
Q1 | $1.88M | Hold |
16,392
| – | – | 1.48% | 18 |
|
|
2023
Q4 | $1.72M | Hold |
16,392
| – | – | 0.63% | 41 |
|
|
2023
Q3 | $1.54M | Sell |
16,392
-252
| -2% | -$23.7K | 0.62% | 40 |
|
|
2023
Q2 | $1.62M | Hold |
16,644
| – | – | 0.62% | 40 |
|
|
2023
Q1 | $1.51M | Buy |
+16,644
| New | +$1.51M | 0.6% | 41 |
|