SAI
Savvy Advisors Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
3,603
-1,468
| -29% | -$199K | 0.03% | 359 |
|
|
2025
Q1 | $618K | Buy |
5,071
+1,695
| +50% | +$207K | 0.06% | 248 |
|
|
2024
Q4 | $435K | Sell |
3,376
-3,422
| -50% | -$441K | 0.05% | 263 |
|
|
2024
Q3 | $858K | Buy |
6,798
+136
| +2% | +$17.2K | 0.17% | 120 |
|
|
2024
Q2 | $795K | Buy |
6,662
+884
| +15% | +$105K | 0.26% | 92 |
|
|
2024
Q1 | $664K | Buy |
5,778
+978
| +20% | +$112K | 0.38% | 68 |
|
|
2023
Q4 | $504K | Buy |
+4,800
| New | +$504K | 0.49% | 58 |
|