Atwood & Palmer’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
Q1 | – | Sell |
-300
| Closed | -$32K | – | 448 |
|
|
2021
Q4 | $32K | Hold |
300
| – | – | ﹤0.01% | 270 |
|
|
2021
Q3 | $30K | Sell |
300
-338
| -53% | -$33.8K | ﹤0.01% | 265 |
|
|
2021
Q2 | $63K | Hold |
638
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $58K | Sell |
638
-421
| -40% | -$38.3K | 0.01% | 211 |
|
|
2020
Q4 | $91K | Buy |
+1,059
| New | +$91K | 0.01% | 174 |
|