SWC
Spectrum Wealth Counsel’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
Q1 | $255K | Sell |
2,090
-19,505
| -90% | -$2.38M | 0.03% | 107 |
|
|
2024
Q4 | $2.78M | Sell |
21,595
-21,195
| -50% | -$2.73M | 0.33% | 62 |
|
|
2024
Q3 | $5.4M | Sell |
42,790
-43,920
| -51% | -$5.54M | 0.64% | 46 |
|
|
2024
Q2 | $10.3M | Sell |
86,710
-6,294
| -7% | -$751K | 1.31% | 22 |
|
|
2024
Q1 | $10.7M | Buy |
93,004
+1,263
| +1% | +$145K | 1.31% | 19 |
|
|
2023
Q4 | $9.63M | Buy |
+91,741
| New | +$9.63M | 1.33% | 18 |
|