DW30
Drucker Wealth 3.0’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
1,858
-306
| -14% | -$41.7K | 0.05% | 203 |
|
|
2025
Q1 | $264K | Sell |
2,164
-73
| -3% | -$8.9K | 0.06% | 143 |
|
|
2024
Q4 | $288K | Buy |
2,237
+153
| +7% | +$19.7K | 0.07% | 133 |
|
|
2024
Q3 | $263K | Buy |
2,084
+235
| +13% | +$29.7K | 0.06% | 135 |
|
|
2024
Q2 | $221K | Buy |
+1,849
| New | +$221K | 0.06% | 142 |
|