SAW
Signal Advisors Wealth’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 | $530K | Sell |
3,916
-97
| -2% | -$13.1K | 0.04% | 291 |
|
|
2025
Q1 | $489K | Sell |
4,013
-1,362
| -25% | -$166K | 0.05% | 281 |
|
|
2024
Q4 | $692K | Sell |
5,375
-53
| -1% | -$6.83K | 0.08% | 223 |
|
|
2024
Q3 | $685K | Buy |
+5,428
| New | +$685K | 0.1% | 210 |
|
|
2024
Q2 | – | Sell |
-9,663
| Closed | -$1.11M | – | 136 |
|
|
2024
Q1 | $1.11M | Sell |
9,663
-8,933
| -48% | -$1.03M | 0.28% | 85 |
|
|
2023
Q4 | $1.95M | Buy |
+18,596
| New | +$1.95M | 0.68% | 47 |
|