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WealthSpring Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,897
Closed -$262K 77
2023
Q1
$262K Sell
2,897
-2,308
-44% -$209K 0.2% 61
2022
Q4
$441K Sell
5,205
-71,617
-93% -$6.07M 0.34% 48
2022
Q3
$6.1M Buy
+76,822
New +$6.1M 5.39% 5