SVWG
Shared Vision Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
9,736
-1,631
| -14% | -$225K | 0.67% | 27 |
|
|
2025
Q1 | $1.39M | Sell |
11,367
-925
| -8% | -$113K | 0.76% | 24 |
|
|
2024
Q4 | $1.58M | Sell |
12,292
-1,197
| -9% | -$154K | 0.83% | 20 |
|
|
2024
Q3 | $1.7M | Buy |
13,489
+269
| +2% | +$33.9K | 0.91% | 20 |
|
|
2024
Q2 | $1.58M | Sell |
13,220
-1,913
| -13% | -$228K | 0.92% | 21 |
|
|
2024
Q1 | $1.74M | Sell |
15,133
-8,530
| -36% | -$981K | 1.09% | 19 |
|
|
2023
Q4 | $2.48M | Buy |
+23,663
| New | +$2.48M | 1.66% | 11 |
|