HWM
Hohimer Wealth Management’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
Q2 | – | Sell |
-4,256
| Closed | -$385K | – | 191 |
|
|
2023
Q1 | $385K | Sell |
4,256
-5,060
| -54% | -$458K | 0.11% | 156 |
|
|
2022
Q4 | $790K | Sell |
9,316
-6,212
| -40% | -$526K | 0.25% | 80 |
|
|
2022
Q3 | $1.23M | Sell |
15,528
-4,906
| -24% | -$390K | 0.4% | 78 |
|
|
2022
Q2 | $1.71M | Buy |
20,434
+953
| +5% | +$79.9K | 0.51% | 74 |
|
|
2022
Q1 | $1.97M | Buy |
19,481
+10,579
| +119% | +$1.07M | 0.39% | 83 |
|
|
2021
Q4 | $961K | Buy |
+8,902
| New | +$961K | 0.2% | 121 |
|