Kowal Investment Group’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
Q3
Sell
2023
Q2
$366K Sell
2023
Q1
$515K Sell
2022
Q4
$678K Sell
2022
Q3
$752K Sell
2022
Q2
$903K Buy
2022
Q1
$872K Buy