DHK Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,376
| Closed | -$224K | – | 70 |
|
|
2023
Q3 | $224K | Hold |
2,376
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $232K | Buy |
2,376
+7
| +0.3% | +$682 | 0.2% | 61 |
|
|
2023
Q1 | $214K | Sell |
2,369
-343
| -13% | -$31K | 0.27% | 41 |
|
|
2022
Q4 | $230K | Hold |
2,712
| – | – | 0.32% | 33 |
|
|
2022
Q3 | $216K | Hold |
2,712
| – | – | 0.35% | 30 |
|
|
2022
Q2 | $228K | Buy |
2,712
+346
| +15% | +$29.1K | 0.22% | 41 |
|
|
2022
Q1 | $240K | Hold |
2,366
| – | – | 0.2% | 38 |
|
|
2021
Q4 | $255K | Buy |
+2,366
| New | +$255K | 0.24% | 37 |
|