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Paracle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $687K | Hold |
7,571
| – | – | 0.12% | 60 |
|
|
2020
Q4 | $651K | Sell |
7,571
-166
| -2% | -$14.3K | 0.12% | 65 |
|
|
2020
Q3 | $589K | Hold |
7,737
| – | – | 0.13% | 60 |
|
|
2020
Q2 | $541K | Hold |
7,737
| – | – | 0.13% | 60 |
|
|
2020
Q1 | $444K | Buy |
+7,737
| New | +$444K | 0.12% | 59 |
|