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Tennessee Valley Asset Management Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tennessee Valley Asset Management Partners’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-522
Closed -$54.8K – 320
2023
Q4 		$54.8K Buy
+522
New +$51.1K 0.01% 230

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Tennessee Valley Asset Management Partners's ESGU Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 522 shares — an estimated $54.8K sold.

Tennessee Valley Asset Management Partners first reported a position in ESGU in Q4 2023 and held it in 1 quarter. The position peaked at $54.8K in Q4 2023. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 522 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $54.8K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares ESG Aware MSCI USA ETF position peaked at $54.8K in Q4 2023.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.