Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17
| Closed | -$2K | – | 736 |
|
|
2024
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q2 | $2K | Sell |
17
-36
| -68% | -$4.24K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $6.09K | Buy |
53
+28
| +112% | +$3.22K | ﹤0.01% | 904 |
|
|
2023
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 985 |
|
|
2023
Q3 | $2.35K | Buy |
+25
| New | +$2.35K | ﹤0.01% | 1046 |
|
|
2023
Q1 | $9K | Buy |
+97
| New | +$9K | ﹤0.01% | 829 |
|
|
2022
Q4 | – | Sell |
-230
| Closed | -$18K | – | 537 |
|
|
2022
Q3 | $18K | Buy |
+230
| New | +$18K | 0.01% | 596 |
|