MWC
ESGU icon

MBM Wealth Consultants’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-1,356
Closed -$7K – 161
2023
Q1 		$7K Hold
1,356
– – ﹤0.01% 226
2022
Q4 		$115K Buy
+1,356
New +$115K 0.05% 125