SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-96
| Closed | -$8K | – | 290 |
|
|
2022
Q3 | $8K | Hold |
96
| – | – | ﹤0.01% | 543 |
|
|
2022
Q2 | $8K | Hold |
96
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $10K | Sell |
96
-702
| -88% | -$73.1K | ﹤0.01% | 532 |
|
|
2021
Q4 | $86K | Buy |
+798
| New | +$86K | 0.04% | 211 |
|
|
2020
Q3 | – | Sell |
-444
| Closed | -$31K | – | 343 |
|
|
2020
Q2 | $31K | Buy |
+444
| New | +$31K | 0.03% | 137 |
|