A detailed history of Brewster Financial Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Brewster Financial Planning LLC holds 5,397 shares of ESGU stock, worth $652,659. This represents 0.53% of its overall portfolio holdings.

Number of Shares
5,397
Previous 5,443 0.85%
Holding current value
$652,659
Previous $571,000 8.58%
% of portfolio
0.53%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$102.91 - $114.96 $4,733 - $5,288
-46 Reduced 0.85%
5,397 $620,000
Q4 2023

Jan 17, 2024

SELL
$89.99 - $105.25 $28,526 - $33,364
-317 Reduced 5.5%
5,443 $571,000
Q3 2023

Oct 17, 2023

SELL
$93.48 - $100.86 $16,732 - $18,053
-179 Reduced 3.01%
5,760 $540,000
Q2 2023

Jul 17, 2023

BUY
$88.97 - $97.46 $528,392 - $578,814
5,939 New
5,939 $578,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Brewster Financial Planning LLC Portfolio

Follow Brewster Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brewster Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brewster Financial Planning LLC with notifications on news.