LSA
L & S Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,419
| Closed | -$204K | – | 351 |
|
|
2024
Q3 | $204K | Buy |
+2,419
| New | +$204K | 0.02% | 334 |
|
|
2023
Q3 | – | Sell |
-5,129
| Closed | -$374K | – | 302 |
|
|
2023
Q2 | $374K | Sell |
5,129
-11,854
| -70% | -$865K | 0.05% | 234 |
|
|
2023
Q1 | $1.22M | Buy |
+16,983
| New | +$1.22M | 0.17% | 130 |
|