Wayfinding Financial’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
Q1 | – | Sell |
-8,352
| Closed | -$810K | – | 114 |
|
|
2022
Q4 | $810K | Sell |
8,352
-3,251
| -28% | -$315K | 0.65% | 31 |
|
|
2022
Q3 | $921K | Buy |
11,603
+196
| +2% | +$15.6K | 0.86% | 20 |
|
|
2022
Q2 | $957K | Buy |
11,407
+429
| +4% | +$36K | 0.84% | 22 |
|
|
2022
Q1 | $1.01M | Buy |
10,978
+2,626
| +31% | +$240K | 0.84% | 19 |
|
|
2021
Q4 | $810K | Buy |
+8,352
| New | +$810K | 0.65% | 31 |
|