Lineweaver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $231K | Sell |
|
|||||
|
2024
Q2 | $309K | Sell |
|
|||||
|
2024
Q1 | $10.7M | Sell |
|
|||||
|
2023
Q4 | $9.83M | Sell |
|
|||||
|
2023
Q3 | $9.36M | Sell |
|
|||||
|
2023
Q2 | $10M | Sell |
|
|||||
|
2023
Q1 | $9.87M | Sell |
|
|||||
|
2022
Q4 | $29M | Sell |
|
|||||
|
2022
Q3 | $28M | Sell |
|
|||||
|
2022
Q2 | $29.7M | Sell |
|
|||||
|
2022
Q1 | $36M | Buy |
|
|||||
|
2021
Q4 | $37.6M | Buy |
|
|||||
|
2021
Q3 | $28.2M | Buy |
|
|||||
|
2021
Q2 | $25.6M | Sell |
|
|||||
|
2021
Q1 | $24M | Sell |
|
|||||
|
2020
Q4 | $25.3M | Buy |
|
|||||
|
2020
Q3 | $17.3M | Buy |
|
|||||
|
2020
Q2 | $15.9M | Buy |
|
|||||
|
2020
Q1 | $7.1M | Buy |
|