UCIG
Ulrich Consultants & Investment Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $886K | Hold |
12,155
| – | – | 2.14% | 11 |
|
|
2023
Q1 | $873K | Hold |
12,155
| – | – | 1.82% | 12 |
|
|
2022
Q4 | $799K | Buy |
12,155
+625
| +5% | +$41.1K | 1.79% | 12 |
|
|
2022
Q3 | $647K | Buy |
11,530
+615
| +6% | +$34.5K | 0.5% | 43 |
|
|
2022
Q2 | $685K | Buy |
+10,915
| New | +$685K | 0.38% | 60 |
|