Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-340
| Closed | -$26K | – | 112 |
|
|
2020
Q3 | $26K | Hold |
340
| – | – | 0.03% | 190 |
|
|
2020
Q2 | $24K | Sell |
340
-15,218
| -98% | -$1.07M | 0.02% | 155 |
|
|
2020
Q1 | $857K | Buy |
15,558
+15,218
| +4,476% | +$838K | 1.09% | 18 |
|
|
2019
Q4 | $24K | Buy |
+340
| New | +$24K | 0.02% | 179 |
|
|
2019
Q2 | – | Sell |
-431
| Closed | -$27K | – | 321 |
|
|
2019
Q1 | $27K | Hold |
431
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $24K | Buy |
+431
| New | +$24K | 0.03% | 215 |
|