BFA
BMS Financial Advisors’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
Q2 | $1.33M | Sell |
13,671
-16,259
| -54% | -$1.58M | 0.87% | 27 |
|
|
2023
Q1 | $2.71M | Sell |
29,930
-104,309
| -78% | -$9.43M | 1.87% | 10 |
|
|
2022
Q4 | $14.5M | Buy |
134,239
+36,093
| +37% | +$3.89M | 9.6% | 2 |
|
|
2022
Q3 | $7.79M | Sell |
98,146
-38,547
| -28% | -$3.06M | 5.46% | 4 |
|
|
2022
Q2 | $14.7M | Buy |
136,693
+1,790
| +1% | +$193K | 9.65% | 2 |
|
|
2022
Q1 | $13.7M | Sell |
134,903
-2,035
| -1% | -$206K | 8.69% | 3 |
|
|
2021
Q4 | $14.8M | Buy |
+136,938
| New | +$14.8M | 9.4% | 2 |
|