LNWWM
Laird Norton Wetherby Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
+35,412
| New | +$4.79M | 0.21% | 77 |
|
|
2024
Q4 | $4.56M | Buy |
35,405
+80
| +0.2% | +$10.3K | 0.22% | 73 |
|
|
2024
Q3 | $4.46M | Buy |
35,325
+28
| +0.1% | +$3.53K | 0.2% | 83 |
|
|
2024
Q2 | $4.21M | Buy |
35,297
+6
| +0% | +$716 | 0.2% | 79 |
|
|
2024
Q1 | $4.06M | Hold |
35,291
| – | – | 0.19% | 93 |
|
|
2023
Q4 | $3.7M | Sell |
35,291
-43,250
| -55% | -$4.54M | 0.19% | 97 |
|
|
2023
Q3 | $7.38M | Hold |
78,541
| – | – | 0.42% | 37 |
|
|
2023
Q2 | $7.65M | Hold |
78,541
| – | – | 0.41% | 39 |
|
|
2023
Q1 | $7.1M | Sell |
78,541
-4,507
| -5% | -$408K | 0.42% | 40 |
|
|
2022
Q4 | $7.04M | Buy |
83,048
+123
| +0.1% | +$10.4K | 0.45% | 34 |
|
|
2022
Q3 | $6.59M | Buy |
82,925
+32,367
| +64% | +$2.57M | 0.46% | 33 |
|
|
2022
Q2 | $4.24M | Hold |
50,558
| – | – | 0.29% | 58 |
|
|
2022
Q1 | $5.12M | Buy |
50,558
+7,011
| +16% | +$711K | 0.29% | 55 |
|
|
2021
Q4 | $4.7M | Buy |
43,547
+31
| +0.1% | +$3.35K | 0.26% | 66 |
|
|
2021
Q3 | $4.29M | Buy |
43,516
+27
| +0.1% | +$2.66K | 0.26% | 66 |
|
|
2021
Q2 | $4.28M | Buy |
+43,489
| New | +$4.28M | 0.26% | 69 |
|
|
2021
Q1 | – | Sell |
-43,489
| Closed | -$3.74M | – | 810 |
|
|
2020
Q4 | $3.74M | Buy |
+43,489
| New | +$3.74M | 0.25% | 71 |
|