SWMG LLC’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 | – | Sell |
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|
2024
Q3 | $233K | Buy |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $5.21M | Buy |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $6.24M | Sell |
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|
2023
Q1 | $7.25M | Sell |
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|
2022
Q4 | $13.9M | Sell |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q1 | $23.7M | Buy |
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|
2021
Q4 | $24M | Buy |
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|
2021
Q3 | $20.9M | Buy |
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|
2021
Q2 | $18.1M | Buy |
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|
2021
Q1 | $15.4M | Buy |
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|
2020
Q4 | $14M | Buy |
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