RG
Retirement Group’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
Q3 | – | Sell |
-2,497
| Closed | -$246K | – | 649 |
|
|
2021
Q2 | $246K | Buy |
2,497
+11
| +0.4% | +$1.08K | 0.12% | 96 |
|
|
2021
Q1 | $226K | Buy |
2,486
+1
| +0% | +$91 | 0.1% | 121 |
|
|
2020
Q4 | $213K | Buy |
2,485
+406
| +20% | +$34.8K | 0.1% | 121 |
|
|
2020
Q3 | $158K | Buy |
+2,079
| New | +$158K | 0.09% | 139 |
|