LWP
Laurel Wealth Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Sell |
143,962
-8,007
| -5% | -$314K | 3.21% | 12 |
|
|
2025
Q1 | $5.31M | Buy |
151,969
+3,365
| +2% | +$118K | 3.53% | 10 |
|
|
2024
Q4 | $4.96M | Buy |
148,604
+6,840
| +5% | +$228K | 3.2% | 12 |
|
|
2024
Q3 | $5.16M | Buy |
141,764
+1,543
| +1% | +$56.2K | 3.37% | 11 |
|
|
2024
Q2 | $4.7M | Sell |
140,221
-654
| -0.5% | -$21.9K | 3.27% | 11 |
|
|
2024
Q1 | $4.54M | Buy |
140,875
+6,641
| +5% | +$214K | 3.02% | 12 |
|
|
2023
Q4 | $4.3M | Buy |
134,234
+1,263
| +0.9% | +$40.5K | 3.05% | 11 |
|
|
2023
Q3 | $4.03M | Buy |
132,971
+2,350
| +2% | +$71.2K | 3.13% | 10 |
|
|
2023
Q2 | $4.13M | Buy |
130,621
+11,417
| +10% | +$361K | 2.95% | 11 |
|
|
2023
Q1 | $3.75M | Buy |
119,204
+45,267
| +61% | +$1.43M | 2.49% | 13 |
|
|
2022
Q4 | $2.22M | Buy |
73,937
+8,424
| +13% | +$253K | 1.43% | 29 |
|
|
2022
Q3 | $1.81M | Buy |
65,513
+8,038
| +14% | +$222K | 1.33% | 28 |
|
|
2022
Q2 | $1.86M | Buy |
57,475
+5,691
| +11% | +$184K | 1.31% | 27 |
|
|
2022
Q1 | $1.9M | Buy |
51,784
+14,731
| +40% | +$541K | 1.28% | 29 |
|
|
2021
Q4 | $1.47M | Sell |
37,053
-16,332
| -31% | -$649K | 1.12% | 27 |
|
|
2021
Q3 | $2.21M | Buy |
53,385
+14,725
| +38% | +$610K | 1.79% | 20 |
|
|
2021
Q2 | $1.75M | Buy |
38,660
+10,226
| +36% | +$462K | 1.52% | 23 |
|
|
2021
Q1 | $1.23M | Buy |
28,434
+1,546
| +6% | +$66.9K | 1.13% | 27 |
|
|
2020
Q4 | $1.13M | Buy |
+26,888
| New | +$1.13M | 1.1% | 27 |
|