Provence Wealth Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$3.61M Sell
2023
Q3
$3.69M Sell
2023
Q2
$4.05M Sell
2023
Q1
$8.02M Sell
2022
Q4
$8.68M Sell
2022
Q3
$9.66M Buy
2022
Q2
$9.47M Buy
2022
Q1
$11M Buy
2021
Q4
$8.86M Buy