HBW Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,783
| Closed | -$383K | – | 226 |
|
|
2022
Q1 | $383K | Buy |
3,783
+624
| +20% | +$63.2K | 0.13% | 156 |
|
|
2021
Q4 | $341K | Sell |
3,159
-4
| -0.1% | -$432 | 0.08% | 194 |
|
|
2021
Q3 | $311K | Buy |
3,163
+54
| +2% | +$5.31K | 0.08% | 199 |
|
|
2021
Q2 | $306K | Sell |
3,109
-3,057
| -50% | -$301K | 0.08% | 185 |
|
|
2021
Q1 | $560K | Buy |
6,166
+1,410
| +30% | +$128K | 0.15% | 136 |
|
|
2020
Q4 | $409K | Buy |
4,756
+333
| +8% | +$28.6K | 0.12% | 137 |
|
|
2020
Q3 | $337K | Sell |
4,423
-214
| -5% | -$16.3K | 0.14% | 131 |
|
|
2020
Q2 | $325K | Buy |
+4,637
| New | +$325K | 0.15% | 134 |
|