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O'Brien Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

O'Brien Wealth Partners’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,121
Closed -$349K – 59
2022
Q4 		$349K Sell
4,121
-9,590
-70% -$818K 0.14% 27
2022
Q3 		$1.09M Buy
13,711
+3,920
+40% +$347K 0.46% 14
2022
Q2 		$821K Buy
+9,791
New +$894K 0.34% 13

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TF
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Goldman Sachs
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