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Intercontinental Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Intercontinental Wealth Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.72M Sell
27,950
-136
-0.5% -$13.3K 0.65% 26
2023
Q1 		$2.54M Buy
28,086
+100
+0.4% +$9.05K 0.65% 23
2022
Q4 		$2.37M Buy
27,986
+470
+2% +$39.8K 0.71% 22
2022
Q3 		$2.19M Buy
+27,516
New +$2.19M 0.69% 21