Lighthouse Financial 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
2021
Q1
$646K Buy
7,119
+328
+5% +$29.8K 0.2% 76
2020
Q4
$584K Buy
6,791
+7
+0.1% +$602 0.2% 73
2020
Q3
$517K Sell
6,784
-98
-1% -$7.47K 0.2% 69
2020
Q2
$481K Buy
+6,882
New +$481K 0.2% 67