MWA
MFA Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,208
| Closed | -$1.19M | – | 79 |
|
|
2023
Q1 | $1.19M | Hold |
13,208
| – | – | 0.39% | 33 |
|
|
2022
Q4 | $1.12M | Hold |
13,208
| – | – | 0.41% | 32 |
|
|
2022
Q3 | $1.05M | Hold |
13,208
| – | – | 0.39% | 34 |
|
|
2022
Q2 | $1.11M | Hold |
13,208
| – | – | 0.4% | 36 |
|
|
2022
Q1 | $1.34M | Sell |
13,208
-54
| -0.4% | -$5.47K | 0.43% | 38 |
|
|
2021
Q4 | $1.43M | Hold |
13,262
| – | – | 0.61% | 30 |
|
|
2021
Q3 | $1.31M | Sell |
13,262
-415
| -3% | -$40.9K | 0.6% | 32 |
|
|
2021
Q2 | $1.35M | Hold |
13,677
| – | – | 0.61% | 32 |
|
|
2021
Q1 | $1.24M | Hold |
13,677
| – | – | 0.6% | 33 |
|
|
2020
Q4 | $1.18M | Hold |
13,677
| – | – | 1.05% | 19 |
|
|
2020
Q3 | $1.04M | Hold |
13,677
| – | – | 1.11% | 19 |
|
|
2020
Q2 | $957K | Buy |
13,677
+6,649
| +95% | +$465K | 0.62% | 28 |
|
|
2020
Q1 | $405K | Buy |
+7,028
| New | +$405K | 0.39% | 38 |
|