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Smith Shellnut Wilson’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Smith Shellnut Wilson’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-135
Closed -$13K – 151
2021
Q3 		$13K Sell
135
-48
-26% -$4.62K 0.01% 147
2021
Q2 		$18K Buy
+183
New +$18K 0.01% 145