Lighthouse Financial Advisors’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
2021
Q1
$646K Buy
2020
Q4
$584K Buy
2020
Q3
$517K Sell
2020
Q2
$481K Buy