Life Line Wealth Management’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 | $432K | Sell |
3,190
-283
| -8% | -$38.3K | 0.14% | 22 |
|
|
2025
Q1 | $423K | Buy |
3,473
+123
| +4% | +$15K | 0.16% | 21 |
|
|
2024
Q4 | $432K | Buy |
3,350
+4
| +0.1% | +$515 | 0.15% | 14 |
|
|
2024
Q3 | $422K | Buy |
3,346
+22
| +0.7% | +$2.78K | 0.15% | 16 |
|
|
2024
Q2 | $397K | Sell |
3,324
-1,527
| -31% | -$182K | 0.15% | 16 |
|
|
2024
Q1 | $558K | Buy |
4,851
+739
| +18% | +$85K | 0.21% | 16 |
|
|
2023
Q4 | $431K | Buy |
+4,112
| New | +$431K | 0.17% | 16 |
|