Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.71M | Buy |
18,871
+6,563
| +53% | +$594K | 1.06% | 23 |
|
|
2022
Q4 | $1.04M | Sell |
12,308
-1,369
| -10% | -$116K | 0.68% | 25 |
|
|
2022
Q3 | $1.14M | Buy |
13,677
+1,200
| +10% | +$99.7K | 0.76% | 24 |
|
|
2022
Q2 | $1.13M | Sell |
12,477
-1,888
| -13% | -$171K | 0.7% | 25 |
|
|
2022
Q1 | $1.46M | Buy |
14,365
+11,130
| +344% | +$1.13M | 0.83% | 24 |
|
|
2021
Q4 | $349K | Hold |
3,235
| – | – | 0.2% | 33 |
|
|
2021
Q3 | $319K | Hold |
3,235
| – | – | 0.19% | 32 |
|
|
2021
Q2 | $319K | Hold |
3,235
| – | – | 0.19% | 29 |
|
|
2021
Q1 | $310K | Buy |
+3,235
| New | +$310K | 0.19% | 23 |
|