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Phoenix Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Phoenix Wealth Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-480
Closed -$47K – 191
2021
Q3 		$47K Hold
480
– – 0.04% 197
2021
Q2 		$48K Hold
480
– – 0.03% 190
2021
Q1 		$44K Hold
480
– – 0.03% 199
2020
Q4 		$41K Buy
+480
New +$41K 0.03% 203