Harvest Group 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
Q1
$1.71M Buy
2022
Q4
$1.04M Sell
2022
Q3
$1.14M Buy
2022
Q2
$1.13M Sell
2022
Q1
$1.46M Buy
2021
Q4
$349K Hold
2021
Q3
$319K Hold
2021
Q2
$319K Hold
2021
Q1
$310K Buy