WR Wealth Planners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $2.99M | Sell |
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|
2023
Q4 | $3.53M | Sell |
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|
2023
Q3 | $3.91M | Sell |
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|
2023
Q2 | $4.66M | Sell |
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|
2023
Q1 | $4.52M | Sell |
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|
2022
Q4 | $6.39M | Sell |
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|
2022
Q3 | $6.62M | Sell |
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|
2022
Q2 | $7.06M | Buy |
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|
2022
Q1 | $8.49M | Buy |
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