MWS
Maxwell Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.11M | Hold |
8,643
| – | – | 0.45% | 60 |
|
|
2024
Q3 | $1.1M | Hold |
8,643
| – | – | 0.47% | 63 |
|
|
2024
Q2 | $1.03M | Sell |
8,643
-52
| -0.6% | -$6.21K | 0.51% | 63 |
|
|
2024
Q1 | $997K | Sell |
8,695
-18,378
| -68% | -$2.11M | 0.51% | 62 |
|
|
2023
Q4 | $2.84M | Buy |
+27,073
| New | +$2.84M | 1.86% | 14 |
|