Ellenbecker Investment Group’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
Q3 | – | Sell |
-3,901
| Closed | -$273K | – | 64 |
|
|
2020
Q2 | $273K | Buy |
3,901
+32
| +0.8% | +$2.24K | 0.14% | 44 |
|
|
2020
Q1 | $222K | Buy |
3,869
+38
| +1% | +$2.18K | 0.14% | 46 |
|
|
2019
Q4 | $273K | Buy |
3,831
+23
| +0.6% | +$1.64K | 0.14% | 49 |
|
|
2019
Q3 | $249K | Sell |
3,808
-1
| -0% | -$65 | 0.14% | 47 |
|
|
2019
Q2 | $246K | Buy |
+3,809
| New | +$246K | 0.14% | 48 |
|