HWA
HHM Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-121
| Closed | -$11.4K | – | 761 |
|
|
2023
Q3 | $11.4K | Sell |
121
-1,416
| -92% | -$133K | ﹤0.01% | 483 |
|
|
2023
Q2 | $150K | Buy |
1,537
+121
| +9% | +$11.8K | 0.03% | 162 |
|
|
2023
Q1 | $128K | Buy |
1,416
+1,380
| +3,833% | +$125K | 0.03% | 172 |
|
|
2022
Q4 | $3.05K | Hold |
36
| – | – | ﹤0.01% | 573 |
|
|
2022
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 576 |
|
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 630 |
|
|
2021
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 590 |
|
|
2021
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 560 |
|