LWL
Leo Wealth LLC’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 | $2.49M | Buy |
18,393
+76
| +0.4% | +$10.3K | 0.19% | 96 |
|
|
2025
Q1 | $2.23M | Sell |
18,317
-507
| -3% | -$61.8K | 0.32% | 65 |
|
|
2024
Q4 | $2.42M | Buy |
18,824
+105
| +0.6% | +$13.5K | 0.22% | 83 |
|
|
2024
Q3 | $2.36M | Sell |
18,719
-250
| -1% | -$31.5K | 0.22% | 78 |
|
|
2024
Q2 | $2.26M | Sell |
18,969
-42
| -0.2% | -$5.01K | 0.23% | 78 |
|
|
2024
Q1 | $2.19M | Buy |
19,011
+26
| +0.1% | +$2.99K | 0.22% | 78 |
|
|
2023
Q4 | $1.99M | Buy |
+18,985
| New | +$1.99M | 0.21% | 83 |
|