SWM
SigFig 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
18,339
+2,480
| +16% | +$333K | 0.08% | 79 |
|
|
2025
Q1 | $1.92M | Buy |
15,859
+1,613
| +11% | +$196K | 0.07% | 83 |
|
|
2024
Q4 | $1.84M | Sell |
14,246
-149
| -1% | -$19.3K | 0.07% | 82 |
|
|
2024
Q3 | $1.81M | Buy |
14,395
+338
| +2% | +$42.5K | 0.07% | 82 |
|
|
2024
Q2 | $1.68M | Sell |
14,057
-2,504
| -15% | -$299K | 0.06% | 81 |
|
|
2024
Q1 | $1.9M | Sell |
16,561
-15,420
| -48% | -$1.77M | 0.07% | 82 |
|
|
2023
Q4 | $3.36M | Buy |
31,981
+3,018
| +10% | +$317K | 0.13% | 62 |
|
|
2023
Q3 | $2.72M | Sell |
28,963
-19,642
| -40% | -$1.84M | 0.11% | 69 |
|
|
2023
Q2 | $4.68M | Sell |
48,605
-2,638
| -5% | -$254K | 0.18% | 56 |
|
|
2023
Q1 | $4.63M | Sell |
51,243
-74,073
| -59% | -$6.7M | 0.26% | 49 |
|
|
2022
Q4 | $16.3M | Sell |
125,316
-17,538
| -12% | -$2.29M | 0.81% | 22 |
|
|
2022
Q3 | $16.2M | Buy |
142,854
+6,744
| +5% | +$763K | 0.85% | 22 |
|
|
2022
Q2 | $15.3M | Sell |
136,110
-2,592
| -2% | -$291K | 0.79% | 22 |
|
|
2022
Q1 | $13.7M | Buy |
138,702
+19,971
| +17% | +$1.98M | 0.66% | 21 |
|
|
2021
Q4 | $12.5M | Buy |
118,731
+20,892
| +21% | +$2.2M | 0.59% | 24 |
|
|
2021
Q3 | $9.63M | Buy |
97,839
+26,348
| +37% | +$2.59M | 0.48% | 27 |
|
|
2021
Q2 | $7.04M | Buy |
71,491
+15,232
| +27% | +$1.5M | 0.37% | 28 |
|
|
2021
Q1 | $5.11M | Buy |
56,259
+14,418
| +34% | +$1.31M | 0.31% | 30 |
|
|
2020
Q4 | $3.6M | Buy |
41,841
+19,430
| +87% | +$1.67M | 0.26% | 33 |
|
|
2020
Q3 | $1.7M | Buy |
22,411
+8,640
| +63% | +$654K | 0.15% | 41 |
|
|
2020
Q2 | $964K | Buy |
13,771
+10,173
| +283% | +$712K | 0.1% | 42 |
|
|
2020
Q1 | $207K | Buy |
+3,598
| New | +$207K | 0.03% | 53 |
|