4WM
4J Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-86,627
| Closed | -$7.34M | – | 78 |
|
|
2022
Q4 | $7.34M | Sell |
86,627
-9,135
| -10% | -$774K | 8.53% | 1 |
|
|
2022
Q3 | $7.6M | Buy |
95,762
+564
| +0.6% | +$44.8K | 9.73% | 1 |
|
|
2022
Q2 | $7.99M | Sell |
95,198
-7,372
| -7% | -$619K | 10.05% | 1 |
|
|
2022
Q1 | $10.4M | Buy |
102,570
+3,101
| +3% | +$314K | 9.1% | 2 |
|
|
2021
Q4 | $10.7M | Sell |
99,469
-1,124
| -1% | -$121K | 9.03% | 2 |
|
|
2021
Q3 | $9.9M | Buy |
100,593
+2,832
| +3% | +$279K | 8.61% | 2 |
|
|
2021
Q2 | $9.63M | Buy |
97,761
+5,965
| +6% | +$587K | 8.4% | 2 |
|
|
2021
Q1 | $8.34M | Buy |
91,796
+224
| +0.2% | +$20.4K | 7.76% | 2 |
|
|
2020
Q4 | $7.88M | Buy |
+91,572
| New | +$7.88M | 7.58% | 2 |
|