SOA Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-94
| Closed | -$8.5K | – | 953 |
|
|
2023
Q1 | $8.5K | Hold |
94
| – | – | ﹤0.01% | 548 |
|
|
2022
Q4 | $7.97K | Hold |
94
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $7K | Hold |
94
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $7K | Hold |
94
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $9K | Hold |
94
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $10K | Hold |
94
| – | – | ﹤0.01% | 567 |
|
|
2021
Q3 | $9K | Hold |
94
| – | – | ﹤0.01% | 607 |
|
|
2021
Q2 | $9K | Hold |
94
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 543 |
|