Maxwell Wealth Strategies’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
2024
Q4
$1.11M Hold
2024
Q3
$1.1M Hold
2024
Q2
$1.03M Sell
2024
Q1
$997K Sell
2023
Q4
$2.84M Buy