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Wetzel Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wetzel Investment Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-164
Closed -$18.9K – 359
2024
Q2 		$18.9K Hold
164
– – 0.01% 348
2024
Q1 		$18K Hold
164
– – 0.01% 394
2023
Q4 		$17K Buy
+164
New +$17K 0.01% 407