Semus Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,566
| Closed | -$479K | – | 132 |
|
|
2023
Q4 | $479K | Buy |
4,566
+502
| +12% | +$52.7K | 0.39% | 56 |
|
|
2023
Q3 | $382K | Sell |
4,064
-1,033
| -20% | -$97K | 0.36% | 66 |
|
|
2023
Q2 | $497K | Buy |
5,097
+292
| +6% | +$28.5K | 0.46% | 55 |
|
|
2023
Q1 | $435K | Sell |
4,805
-4,102
| -46% | -$371K | 0.47% | 52 |
|
|
2022
Q4 | $755K | Buy |
+8,907
| New | +$755K | 0.92% | 25 |
|