Shine Investment Advisory Services’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
2020
Q3
$602K Buy
7,896
+5,589
+242% +$426K 0.2% 60
2020
Q2
$161K Sell
2,307
-12,110
-84% -$845K 0.06% 136
2020
Q1
$829K Buy
14,417
+3,297
+30% +$190K 0.38% 40
2019
Q4
$793K Buy
+11,120
New +$793K 0.32% 53