Insight Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-44,079
| Closed | -$4.34M | – | 163 |
|
|
2021
Q3 | $4.34M | Buy |
44,079
+4,580
| +12% | +$451K | 0.61% | 25 |
|
|
2021
Q2 | $3.89M | Sell |
39,499
-8,735
| -18% | -$860K | 0.55% | 26 |
|
|
2021
Q1 | $4.38M | Buy |
48,234
+31,556
| +189% | +$2.87M | 0.59% | 26 |
|
|
2020
Q4 | $1.44M | Buy |
+16,678
| New | +$1.44M | 0.24% | 58 |
|