VERITY Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,839
| Closed | -$225K | – | 74 |
|
|
2022
Q3 | $225K | Hold |
2,839
| – | – | 0.23% | 61 |
|
|
2022
Q2 | $238K | Sell |
2,839
-501
| -15% | -$42K | 0.23% | 62 |
|
|
2022
Q1 | $339K | Buy |
3,340
+1
| +0% | +$101 | 0.3% | 48 |
|
|
2021
Q4 | $360K | Hold |
3,339
| – | – | 0.3% | 47 |
|
|
2021
Q3 | $329K | Buy |
3,339
+344
| +11% | +$33.9K | 0.29% | 46 |
|
|
2021
Q2 | $295K | Sell |
2,995
-20
| -0.7% | -$1.97K | 0.27% | 49 |
|
|
2021
Q1 | $274K | Sell |
3,015
-292
| -9% | -$26.5K | 0.24% | 50 |
|
|
2020
Q4 | $285K | Buy |
+3,307
| New | +$285K | 0.26% | 48 |
|