Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $855K | Buy |
12,048
+3,797
| +46% | +$269K | 0.01% | 1391 |
|
|
2019
Q3 | $539K | Buy |
8,251
+6,506
| +373% | +$425K | ﹤0.01% | 1704 |
|
|
2019
Q2 | $113K | Sell |
1,745
-292
| -14% | -$18.9K | ﹤0.01% | 2882 |
|
|
2019
Q1 | $127K | Buy |
2,037
+1,284
| +171% | +$80.1K | ﹤0.01% | 2735 |
|
|
2018
Q4 | $41K | Buy |
753
+303
| +67% | +$16.5K | ﹤0.01% | 3398 |
|
|
2018
Q3 | $29K | Buy |
+450
| New | +$29K | ﹤0.01% | 3662 |
|