LA
LexAurum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,815
| Closed | -$372K | – | 290 |
|
|
2023
Q2 | $372K | Buy |
3,815
+89
| +2% | +$8.67K | 0.11% | 166 |
|
|
2023
Q1 | $337K | Sell |
3,726
-10,304
| -73% | -$932K | 0.11% | 170 |
|
|
2022
Q4 | $1.19M | Sell |
14,030
-2,600
| -16% | -$220K | 0.43% | 45 |
|
|
2022
Q3 | $1.32M | Buy |
16,630
+48
| +0.3% | +$3.81K | 0.51% | 40 |
|
|
2022
Q2 | $1.39M | Buy |
16,582
+266
| +2% | +$22.3K | 0.52% | 42 |
|
|
2022
Q1 | $1.65M | Buy |
16,316
+2,235
| +16% | +$227K | 0.54% | 41 |
|
|
2021
Q4 | $1.52M | Sell |
14,081
-7,079
| -33% | -$764K | 0.49% | 41 |
|
|
2021
Q3 | $2.08M | Buy |
21,160
+1,436
| +7% | +$141K | 0.62% | 41 |
|
|
2021
Q2 | $1.94M | Buy |
19,724
+200
| +1% | +$19.7K | 0.58% | 46 |
|
|
2021
Q1 | $1.77M | Sell |
19,524
-3,087
| -14% | -$280K | 0.61% | 44 |
|
|
2020
Q4 | $1.95M | Buy |
22,611
+8,068
| +55% | +$694K | 0.7% | 39 |
|
|
2020
Q3 | $1.11M | Buy |
14,543
+9,493
| +188% | +$723K | 0.45% | 51 |
|
|
2020
Q2 | $353K | Buy |
+5,050
| New | +$353K | 0.19% | 119 |
|