GenWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,690
| Closed | -$702K | – | 66 |
|
|
2023
Q4 | $702K | Sell |
6,690
-413
| -6% | -$43.3K | 0.19% | 45 |
|
|
2023
Q3 | $667K | Buy |
7,103
+167
| +2% | +$15.7K | 0.2% | 45 |
|
|
2023
Q2 | $676K | Buy |
6,936
+33
| +0.5% | +$3.22K | 0.19% | 45 |
|
|
2023
Q1 | $624K | Buy |
6,903
+54
| +0.8% | +$4.88K | 0.19% | 45 |
|
|
2022
Q4 | $580K | Buy |
+6,849
| New | +$580K | 0.19% | 46 |
|
|
2022
Q2 | – | Sell |
-3,871
| Closed | -$392K | – | 59 |
|
|
2022
Q1 | $392K | Buy |
+3,871
| New | +$392K | 0.11% | 51 |
|