Hart & Patterson Financial Group’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
2024
Q4
$5.28M Sell
2024
Q3
$5.52M Sell
2024
Q2
$5.26M Sell
2024
Q1
$5.43M Sell
2023
Q4
$6.73M Buy