SVWG
Shared Vision Wealth Group’s iShares ESG Advanced Total USD Bond Market ETF EUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
20,410
-7,613
| -27% | -$330K | 0.44% | 34 |
|
|
2025
Q1 | $1.21M | Hold |
28,023
| – | – | 0.66% | 28 |
|
|
2024
Q4 | $1.19M | Buy |
28,023
+78
| +0.3% | +$3.31K | 0.63% | 26 |
|
|
2024
Q3 | $1.24M | Buy |
27,945
+75
| +0.3% | +$3.32K | 0.66% | 25 |
|
|
2024
Q2 | $1.19M | Buy |
27,870
+16,300
| +141% | +$694K | 0.69% | 24 |
|
|
2024
Q1 | $496K | Sell |
11,570
-2,270
| -16% | -$97.2K | 0.31% | 44 |
|
|
2023
Q4 | $599K | Buy |
+13,840
| New | +$599K | 0.4% | 35 |
|