SEEDPG
S.E.E.D. Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,655
| Closed | -$502K | – | 96 |
|
|
2021
Q4 | $502K | Hold |
4,655
| – | – | 0.22% | 52 |
|
|
2021
Q3 | $458K | Hold |
4,655
| – | – | 0.22% | 51 |
|
|
2021
Q2 | $458K | Sell |
4,655
-98
| -2% | -$9.64K | 0.23% | 56 |
|
|
2021
Q1 | $432K | Buy |
+4,753
| New | +$432K | 0.24% | 54 |
|