SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,963
| Closed | -$908K | – | 102 |
|
|
2022
Q1 | $908K | Sell |
8,963
-9,604
| -52% | -$973K | 0.58% | 45 |
|
|
2021
Q4 | $2M | Buy |
18,567
+7,752
| +72% | +$836K | 1.24% | 23 |
|
|
2021
Q3 | $1.07M | Buy |
10,815
+5,961
| +123% | +$587K | 0.73% | 42 |
|
|
2021
Q2 | $478K | Buy |
+4,854
| New | +$478K | 0.37% | 61 |
|