LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $172K | Hold |
1,903
| – | – | 0.06% | 167 |
|
|
2022
Q4 | $161K | Hold |
1,903
| – | – | 0.06% | 165 |
|
|
2022
Q3 | $151K | Hold |
1,903
| – | – | 0.06% | 163 |
|
|
2022
Q2 | $159K | Hold |
1,903
| – | – | 0.06% | 162 |
|
|
2022
Q1 | $192K | Hold |
1,903
| – | – | 0.07% | 158 |
|
|
2021
Q4 | $205K | Hold |
1,903
| – | – | 0.07% | 155 |
|
|
2021
Q3 | $187K | Hold |
1,903
| – | – | 0.07% | 157 |
|
|
2021
Q2 | $187K | Hold |
1,903
| – | – | 0.07% | 159 |
|
|
2021
Q1 | $173K | Buy |
+1,903
| New | +$173K | 0.07% | 162 |
|