LifePlan Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

LifePlan Investment Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$840K	Buy
2025 Q2	$534K	Buy
2025 Q1	$466K	Buy
2024 Q4	$459K	Buy
2024 Q3	$370K	Buy
2024 Q2	$315K	Sell
2024 Q1	$359K	Sell
2023 Q4	$917K	Buy
2023 Q3	$687K	Sell
2023 Q2	$714K	Buy