Winthrop 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97K | Hold |
719
| – | – | 0.02% | 153 |
|
|
2025
Q1 | $88K | Hold |
719
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $93K | Sell |
719
-11
| -2% | -$1.42K | 0.02% | 151 |
|
|
2024
Q3 | $92K | Hold |
730
| – | – | 0.04% | 76 |
|
|
2024
Q2 | $87K | Hold |
730
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $84K | Hold |
730
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $76.6K | Buy |
+730
| New | +$76.6K | 0.03% | 153 |
|