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Leelyn Smith’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Leelyn Smith’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,145
Closed -$97K – 203
2022
Q4 		$97K Hold
1,145
– – 0.03% 134
2022
Q3 		$91K Buy
1,145
+787
+220% +$62.5K 0.03% 117
2022
Q2 		$30K Buy
+358
New +$30K 0.01% 220