Sugarloaf Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $29.5K | Sell |
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2024
Q3 | $130K | Sell |
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2024
Q2 | $161K | Buy |
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2024
Q1 | $97.7K | Buy |
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2023
Q4 | $78K | Hold |
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2023
Q3 | $69.8K | Sell |
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2023
Q2 | $74.9K | Hold |
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2023
Q1 | $69.6K | Sell |
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2022
Q4 | $104K | Hold |
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2022
Q3 | $98K | Sell |
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2022
Q2 | $303K | Hold |
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2022
Q1 | $366K | Hold |
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2021
Q4 | $390K | Hold |
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2021
Q3 | $356K | Hold |
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2021
Q2 | $356K | Buy |
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2021
Q1 | $295 | Sell |
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2020
Q4 | $279K | Buy |
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