SPWG
Syntegra Private Wealth Group’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
Q2 | $500K | Sell |
3,692
-501
| -12% | -$67.8K | 0.05% | 97 |
|
|
2025
Q1 | $511K | Sell |
4,193
-178
| -4% | -$21.7K | 0.06% | 79 |
|
|
2024
Q4 | $563K | Sell |
4,371
-171
| -4% | -$22K | 0.06% | 70 |
|
|
2024
Q3 | $573K | Buy |
4,542
+576
| +15% | +$72.7K | 0.07% | 70 |
|
|
2024
Q2 | $473K | Sell |
3,966
-165
| -4% | -$19.7K | 0.06% | 77 |
|
|
2024
Q1 | $475K | Sell |
4,131
-860
| -17% | -$98.9K | 0.06% | 73 |
|
|
2023
Q4 | $524K | Sell |
4,991
-386
| -7% | -$40.5K | 0.07% | 60 |
|
|
2023
Q3 | $505K | Sell |
5,377
-1,444
| -21% | -$136K | 0.08% | 62 |
|
|
2023
Q2 | $665K | Sell |
6,821
-612
| -8% | -$59.6K | 0.1% | 57 |
|
|
2023
Q1 | $672K | Sell |
7,433
-4,226
| -36% | -$382K | 0.12% | 50 |
|
|
2022
Q4 | $988K | Buy |
+11,659
| New | +$988K | 0.2% | 35 |
|