Libra Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
+3,544
| New | +$480K | 0.16% | 46 |
|
|
2024
Q2 | – | Sell |
-8,120
| Closed | -$933K | – | 56 |
|
|
2024
Q1 | $933K | Hold |
8,120
| – | – | 0.41% | 24 |
|
|
2023
Q4 | $852K | Hold |
8,120
| – | – | 0.42% | 23 |
|
|
2023
Q3 | $763K | Hold |
8,120
| – | – | 0.42% | 24 |
|
|
2023
Q2 | $791K | Sell |
8,120
-4,372
| -35% | -$426K | 0.43% | 24 |
|
|
2023
Q1 | $1.13M | Sell |
12,492
-527
| -4% | -$47.7K | 0.66% | 20 |
|
|
2022
Q4 | $1.1M | Hold |
13,019
| – | – | 0.03% | 25 |
|
|
2022
Q3 | $1.03M | Hold |
13,019
| – | – | 0.67% | 20 |
|
|
2022
Q2 | $1.09M | Buy |
+13,019
| New | +$1.09M | 0.78% | 17 |
|