Zeke Capital Advisors’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
2022
Q4
Sell
-3,442
Closed -$273K 497
2022
Q3
$273K Hold
3,442
0.02% 334
2022
Q2
$289K Hold
3,442
0.02% 336
2022
Q1
$349K Hold
3,442
0.02% 318
2021
Q4
$371K Buy
+3,442
New +$371K 0.02% 197