JD Financial Services’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
2021
Q2
Sell
-2,244
Closed -$204K 37
2021
Q1
$204K Sell
2,244
-4,398
-66% -$400K 0.26% 45
2020
Q4
$571K Buy
+6,642
New +$571K 0.62% 15