SWM
Seaside Wealth Management’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
Q2 | – | Sell |
-9,811
| Closed | -$887K | – | 51 |
|
|
2023
Q1 | $887K | Hold |
9,811
| – | – | 0.54% | 20 |
|
|
2022
Q4 | $831K | Sell |
9,811
-763
| -7% | -$64.7K | 0.55% | 21 |
|
|
2022
Q3 | $906K | Sell |
10,574
-1,018
| -9% | -$87.2K | 0.63% | 19 |
|
|
2022
Q2 | $1.07M | Buy |
+11,592
| New | +$1.07M | 0.81% | 18 |
|