Endurance Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$93K Hold
2023
Q1
$86K Hold
2022
Q4
$81K Hold
2022
Q3
$76K Hold
2022
Q2
$80K Sell
2022
Q1
$107K Buy