OPPS
Obsidian Personal Planning Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+1,529
| New | +$207K | 0.08% | 109 |
|
|
2025
Q1 | – | Sell |
-1,562
| Closed | -$207K | – | 108 |
|
|
2024
Q4 | $207K | Sell |
1,562
-53
| -3% | -$7.01K | 0.1% | 101 |
|
|
2024
Q3 | $201K | Sell |
1,615
-82
| -5% | -$10.2K | 0.11% | 99 |
|
|
2024
Q2 | $202K | Buy |
+1,697
| New | +$202K | 0.12% | 97 |
|
|
2024
Q1 | – | Sell |
-1,989
| Closed | -$209K | – | 103 |
|
|
2023
Q4 | $209K | Sell |
1,989
-297
| -13% | -$31.2K | 0.16% | 78 |
|
|
2023
Q3 | $215K | Sell |
2,286
-222
| -9% | -$20.8K | 0.18% | 72 |
|
|
2023
Q2 | $244K | Buy |
+2,508
| New | +$244K | 0.3% | 58 |
|