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Blue Bell Private Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Blue Bell Private Wealth Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-75
Closed -$6K – 700
2022
Q3 		$6K Hold
75
– – ﹤0.01% 432
2022
Q2 		$6K Hold
75
– – ﹤0.01% 468
2022
Q1 		$8K Hold
75
– – ﹤0.01% 456
2021
Q4 		$8K Buy
+75
New +$8K ﹤0.01% 438