Heritage Wealth Management (Arizona)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$797K	Sell
2024 Q1	$830K	Sell
2023 Q4	$777K	Buy
2022 Q4	$2.81M	Buy
2022 Q3	$1.33M	Sell
2022 Q2	$1.51M	Sell
2022 Q1	$1.89M	Buy
2021 Q3	$2.5M	Sell
2021 Q2	$3.17M	Sell
2021 Q1	$4.4M	Buy