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Buck Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,308
Closed -$380K 84
2024
Q1
$380K Buy
+3,308
New +$380K 0.13% 65
2023
Q4
Sell
-14
Closed -$1.32K 145
2023
Q3
$1.32K Buy
+14
New +$1.32K ﹤0.01% 325