WWA
WCG Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,345
| Closed | -$3.03M | – | 287 |
|
|
2024
Q1 | $3.03M | Buy |
26,345
+6,749
| +34% | +$776K | 0.25% | 90 |
|
|
2023
Q4 | $2.06M | Sell |
19,596
-16,437
| -46% | -$1.72M | 0.15% | 133 |
|
|
2023
Q3 | $3.38M | Buy |
36,033
+373
| +1% | +$35K | 0.25% | 91 |
|
|
2023
Q2 | $3.47M | Buy |
+35,660
| New | +$3.47M | 0.41% | 58 |
|