LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.2M | Buy |
81,331
+114
| +0.1% | +$8.69K | 2.67% | 7 |
|
|
2020
Q2 | $5.68M | Buy |
81,217
+34,679
| +75% | +$2.43M | 2.59% | 7 |
|
|
2020
Q1 | $2.68M | Buy |
46,538
+45,358
| +3,844% | +$2.61M | 1.45% | 21 |
|
|
2019
Q4 | $84K | Hold |
1,180
| – | – | 0.04% | 201 |
|
|
2019
Q3 | $77K | Hold |
1,180
| – | – | 0.04% | 205 |
|
|
2019
Q2 | $76K | Hold |
1,180
| – | – | 0.04% | 205 |
|
|
2019
Q1 | $73K | Buy |
+1,180
| New | +$73K | 0.04% | 208 |
|