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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$2.72M Sell
2023
Q1
$2.54M Buy
2022
Q4
$2.37M Buy
2022
Q3
$2.19M Buy