IWA
ESGU icon

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

Invera Wealth Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,402
Closed -$3.5M – 71
2023
Q4 		$3.5M Buy
+33,402
New +$3.5M 2.19% 16