Impact Partnership Wealth’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
Q1
Sell
-242
Closed -$25.4K 760
2023
Q4
$25.4K Buy
242
+23
+11% +$2.41K 0.01% 387
2023
Q3
$20.6K Buy
+219
New +$20.6K 0.01% 491