FWM
Filbrandt Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.71M | Buy |
37,692
+1,153
| +3% | +$114K | 2.13% | 8 |
|
|
2021
Q2 | $3.6M | Sell |
36,539
-377
| -1% | -$37.1K | 2.04% | 8 |
|
|
2021
Q1 | $3.36M | Buy |
36,916
+895
| +2% | +$81.3K | 2.03% | 8 |
|
|
2020
Q4 | $3.1M | Buy |
+36,021
| New | +$3.1M | 1.98% | 8 |
|
|
2020
Q3 | – | Sell |
-590
| Closed | -$41K | – | 224 |
|
|
2020
Q2 | $41K | Buy |
+590
| New | +$41K | 0.03% | 130 |
|