LifePlan Investment Advisors’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 | $534K | Buy |
3,944
+122
| +3% | +$16.5K | 0.27% | 69 |
|
|
2025
Q1 | $466K | Buy |
3,822
+257
| +7% | +$31.3K | 0.27% | 71 |
|
|
2024
Q4 | $459K | Buy |
3,565
+634
| +22% | +$81.7K | 0.28% | 66 |
|
|
2024
Q3 | $370K | Buy |
2,931
+288
| +11% | +$36.3K | 0.24% | 66 |
|
|
2024
Q2 | $315K | Sell |
2,643
-476
| -15% | -$56.8K | 0.23% | 70 |
|
|
2024
Q1 | $359K | Sell |
3,119
-5,617
| -64% | -$646K | 0.29% | 58 |
|
|
2023
Q4 | $917K | Buy |
8,736
+1,425
| +19% | +$150K | 0.84% | 31 |
|
|
2023
Q3 | $687K | Sell |
7,311
-16
| -0.2% | -$1.5K | 0.73% | 32 |
|
|
2023
Q2 | $714K | Buy |
+7,327
| New | +$714K | 0.8% | 30 |
|