Lake Street Advisors Group’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 | $9.81M | Buy |
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|
2024
Q3 | $6.72M | Buy |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $6.09M | Buy |
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|
2023
Q4 | $3.64M | Buy |
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|
2023
Q3 | $3.23M | Hold |
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|
2023
Q2 | $3.35M | Buy |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $3.71M | Buy |
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|
2022
Q1 | $4.16M | Buy |
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|
2021
Q4 | $4.11M | Buy |
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|
2021
Q3 | $3.73M | Buy |
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|
2021
Q2 | $3.86M | Buy |
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