Wellesley Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $924K | Buy |
12,127
+4,380
| +57% | +$334K | 0.32% | 29 |
|
|
2020
Q2 | $542K | Buy |
7,747
+695
| +10% | +$48.6K | 0.19% | 57 |
|
|
2020
Q1 | $405K | Buy |
7,052
+2,145
| +44% | +$123K | 0.16% | 63 |
|
|
2019
Q4 | $349K | Buy |
+4,907
| New | +$349K | 0.11% | 85 |
|
|
2018
Q4 | – | Sell |
-5,420
| Closed | -$346K | – | 122 |
|
|
2018
Q3 | $346K | Buy |
+5,420
| New | +$346K | 0.11% | 92 |
|