Life Line Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Sell
2025
Q2
$432K Sell
2025
Q1
$423K Buy
2024
Q4
$432K Buy
2024
Q3
$422K Buy
2024
Q2
$397K Sell
2024
Q1
$558K Buy
2023
Q4
$431K Buy