LifePlan Financial Group’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
2020
Q3
$6.2M Buy
2020
Q2
$5.68M Buy
2020
Q1
$2.67M Buy
2019
Q4
$84K Hold
2019
Q3
$77K Hold
2019
Q2
$76K Hold
2019
Q1
$73K Buy