Buckingham Strategic 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
Q2 | $1.01M | Buy |
8,446
+787
| +10% | +$93.9K | 0.01% | 331 |
|
|
2024
Q1 | $881K | Sell |
7,659
-740
| -9% | -$85.1K | 0.01% | 357 |
|
|
2023
Q4 | $881K | Buy |
8,399
+2,946
| +54% | +$309K | 0.01% | 343 |
|
|
2023
Q3 | $512K | Buy |
5,453
+205
| +4% | +$19.3K | 0.01% | 413 |
|
|
2023
Q2 | $511K | Buy |
5,248
+2,297
| +78% | +$224K | 0.01% | 415 |
|
|
2023
Q1 | $250K | Hold |
2,951
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $250K | Buy |
2,951
+246
| +9% | +$20.9K | ﹤0.01% | 519 |
|
|
2022
Q3 | $215K | Buy |
2,705
+260
| +11% | +$20.7K | ﹤0.01% | 534 |
|
|
2022
Q2 | $205K | Buy |
+2,445
| New | +$205K | ﹤0.01% | 554 |
|