Regal Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-890
| Closed | -$81K | – | 116 |
|
|
2021
Q1 | $81K | Hold |
890
| – | – | 0.05% | 72 |
|
|
2020
Q4 | $77K | Sell |
890
-14
| -2% | -$1.21K | 0.05% | 71 |
|
|
2020
Q3 | $69K | Sell |
904
-2
| -0.2% | -$153 | 0.05% | 70 |
|
|
2020
Q2 | $63K | Buy |
906
+16
| +2% | +$1.11K | 0.05% | 72 |
|
|
2020
Q1 | $51K | Hold |
890
| – | – | 0.05% | 68 |
|
|
2019
Q4 | $63K | Hold |
890
| – | – | 0.04% | 75 |
|
|
2019
Q3 | $58K | Buy |
+890
| New | +$58K | 0.04% | 74 |
|