RFN
RDA Financial Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,936
| Closed | -$334K | – | 224 |
|
|
2022
Q4 | $334K | Sell |
3,936
-533
| -12% | -$45.2K | 0.17% | 139 |
|
|
2022
Q3 | $355K | Buy |
4,469
+195
| +5% | +$15.5K | 0.19% | 130 |
|
|
2022
Q2 | $359K | Sell |
4,274
-397
| -8% | -$33.3K | 0.18% | 132 |
|
|
2022
Q1 | $473K | Buy |
4,671
+735
| +19% | +$74.4K | 0.2% | 122 |
|
|
2021
Q4 | $425K | Sell |
3,936
-279
| -7% | -$30.1K | 0.17% | 135 |
|
|
2021
Q3 | $415K | Buy |
4,215
+869
| +26% | +$85.6K | 0.18% | 128 |
|
|
2021
Q2 | $329K | Sell |
3,346
-10,654
| -76% | -$1.05M | 0.15% | 160 |
|
|
2021
Q1 | $1.27M | Sell |
14,000
-205
| -1% | -$18.6K | 0.55% | 54 |
|
|
2020
Q4 | $1.22M | Sell |
14,205
-14,688
| -51% | -$1.26M | 0.55% | 54 |
|
|
2020
Q3 | $2.2M | Sell |
28,893
-8
| -0% | -$610 | 1% | 22 |
|
|
2020
Q2 | $2.02M | Buy |
28,901
+19,495
| +207% | +$1.36M | 1.01% | 23 |
|
|
2020
Q1 | $541K | Buy |
9,406
+1,992
| +27% | +$115K | 0.33% | 80 |
|
|
2019
Q4 | $540K | Buy |
+7,414
| New | +$540K | 0.22% | 114 |
|