Beverly Hills Private Wealth’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
Q1 | – | Sell |
-4,317
| Closed | -$453K | – | 359 |
|
|
2023
Q4 | $453K | Sell |
4,317
-448
| -9% | -$47K | 0.12% | 187 |
|
|
2023
Q3 | $447K | Sell |
4,765
-5,635
| -54% | -$529K | 0.13% | 163 |
|
|
2023
Q2 | $1.02M | Buy |
10,400
+4,119
| +66% | +$405K | 0.17% | 132 |
|
|
2023
Q1 | $568K | Sell |
6,281
-3,291
| -34% | -$298K | 0.18% | 131 |
|
|
2022
Q4 | $811K | Buy |
+9,572
| New | +$811K | 0.35% | 81 |
|