LFA
Legacy Financial Advisors’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 | $441K | Buy |
3,259
+893
| +38% | +$121K | 0.07% | 216 |
|
|
2025
Q1 | $288K | Sell |
2,366
-38
| -2% | -$4.63K | 0.05% | 278 |
|
|
2024
Q4 | $310K | Sell |
2,404
-34
| -1% | -$4.38K | 0.05% | 272 |
|
|
2024
Q3 | $308K | Sell |
2,438
-191
| -7% | -$24.1K | 0.05% | 275 |
|
|
2024
Q2 | $314K | Sell |
2,629
-11,562
| -81% | -$1.38M | 0.06% | 243 |
|
|
2024
Q1 | $1.63M | Sell |
14,191
-960
| -6% | -$110K | 0.29% | 57 |
|
|
2023
Q4 | $1.59M | Sell |
15,151
-519
| -3% | -$54.5K | 0.31% | 53 |
|
|
2023
Q3 | $1.47M | Sell |
15,670
-1,134
| -7% | -$106K | 0.29% | 48 |
|
|
2023
Q2 | $1.64M | Sell |
16,804
-172
| -1% | -$16.8K | 0.31% | 42 |
|
|
2023
Q1 | $1.54M | Sell |
16,976
-4,856
| -22% | -$439K | 0.31% | 38 |
|
|
2022
Q4 | $1.85M | Buy |
21,832
+805
| +4% | +$68.2K | 0.4% | 28 |
|
|
2022
Q3 | $1.67M | Sell |
21,027
-115
| -0.5% | -$9.13K | 0.4% | 31 |
|
|
2022
Q2 | $1.77M | Buy |
21,142
+10,091
| +91% | +$847K | 0.44% | 25 |
|
|
2022
Q1 | $1.12M | Sell |
11,051
-356
| -3% | -$36.1K | 0.25% | 41 |
|
|
2021
Q4 | $1.23M | Sell |
11,407
-1,486
| -12% | -$160K | 0.28% | 37 |
|
|
2021
Q3 | $1.27M | Buy |
12,893
+6
| +0% | +$591 | 0.31% | 27 |
|
|
2021
Q2 | $1.27M | Sell |
12,887
-159
| -1% | -$15.7K | 0.32% | 25 |
|
|
2021
Q1 | $1.19M | Sell |
13,046
-372
| -3% | -$33.8K | 0.32% | 24 |
|
|
2020
Q4 | $1.15M | Buy |
13,418
+751
| +6% | +$64.6K | 0.33% | 24 |
|
|
2020
Q3 | $965K | Sell |
12,667
-132
| -1% | -$10.1K | 0.29% | 27 |
|
|
2020
Q2 | $896K | Sell |
12,799
-121
| -0.9% | -$8.47K | 0.32% | 23 |
|
|
2020
Q1 | $841K | Sell |
12,920
-1,007
| -7% | -$65.5K | 0.31% | 25 |
|
|
2019
Q4 | $993K | Buy |
13,927
+1,152
| +9% | +$82.1K | 0.31% | 32 |
|
|
2019
Q3 | $835K | Buy |
12,775
+9,407
| +279% | +$615K | 0.28% | 38 |
|
|
2019
Q2 | $217K | Buy |
3,368
+211
| +7% | +$13.6K | 0.08% | 108 |
|
|
2019
Q1 | $196K | Buy |
3,157
+62
| +2% | +$3.85K | 0.07% | 109 |
|
|
2018
Q4 | $170K | Buy |
3,095
+28
| +0.9% | +$1.54K | 0.07% | 108 |
|
|
2018
Q3 | $196K | Hold |
3,067
| – | – | 0.07% | 107 |
|
|
2018
Q2 | $188K | Buy |
3,067
+9
| +0.3% | +$552 | 0.07% | 110 |
|
|
2018
Q1 | $177K | Buy |
3,058
+73
| +2% | +$4.23K | 0.07% | 122 |
|
|
2017
Q4 | $174K | Buy |
+2,985
| New | +$174K | 0.07% | 126 |
|