TFO Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-261
| Closed | -$25.4K | – | 979 |
|
|
2023
Q3 | $25.4K | Hold |
261
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $25.4K | Hold |
261
| – | – | 0.01% | 121 |
|
|
2023
Q1 | $23.6K | Sell |
261
-60
| -19% | -$5.43K | 0.01% | 91 |
|
|
2022
Q4 | $14.4K | Buy |
321
+60
| +23% | +$2.7K | ﹤0.01% | 94 |
|
|
2022
Q3 | $21K | Hold |
261
| – | – | 0.01% | 68 |
|
|
2022
Q2 | $22K | Buy |
+261
| New | +$22K | 0.01% | 85 |
|