Lantz Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $563K | Buy |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $2.22M | Buy |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $4.47M | Sell |
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|
2022
Q3 | $4.51M | Buy |
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|
2022
Q2 | $4.43M | Buy |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $3.18M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $208K | Buy |
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