LGWM
Litman Gregory Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
85,829
-2,184
| -2% | -$85.5K | 0.26% | 51 |
|
|
2025
Q1 | $3.08M | Buy |
88,013
+4,056
| +5% | +$142K | 0.26% | 52 |
|
|
2024
Q4 | $2.8M | Sell |
83,957
-8,089
| -9% | -$270K | 0.24% | 47 |
|
|
2024
Q3 | $3.35M | Sell |
92,046
-10,453
| -10% | -$381K | 0.28% | 46 |
|
|
2024
Q2 | $3.44M | Sell |
102,499
-47,355
| -32% | -$1.59M | 0.3% | 45 |
|
|
2024
Q1 | $4.83M | Sell |
149,854
-16,318
| -10% | -$526K | 0.44% | 42 |
|
|
2023
Q4 | $5.33M | Buy |
166,172
+4,250
| +3% | +$136K | 0.51% | 41 |
|
|
2023
Q3 | $4.9M | Sell |
161,922
-3,346
| -2% | -$101K | 0.51% | 41 |
|
|
2023
Q2 | $5.23M | Buy |
+165,268
| New | +$5.23M | 0.65% | 26 |
|
|
2023
Q1 | – | Sell |
-185,485
| Closed | -$5.58M | – | 53 |
|
|
2022
Q4 | $5.58M | Sell |
185,485
-107,234
| -37% | -$3.22M | 0.78% | 21 |
|
|
2022
Q3 | $8.1M | Buy |
292,719
+29,559
| +11% | +$818K | 1.3% | 18 |
|
|
2022
Q2 | $8.5M | Buy |
263,160
+41,676
| +19% | +$1.35M | 1.25% | 15 |
|
|
2022
Q1 | $8.14M | Buy |
221,484
+5,114
| +2% | +$188K | 1.19% | 17 |
|
|
2021
Q4 | $8.6M | Sell |
216,370
-4,847
| -2% | -$193K | 1.46% | 12 |
|
|
2021
Q3 | $9.17M | Buy |
221,217
+212,296
| +2,380% | +$8.8M | 1.73% | 13 |
|
|
2021
Q2 | $8.92K | Sell |
8,921
-114,528
| -93% | -$115K | 1.67% | 13 |
|
|
2021
Q1 | $5.35M | Buy |
123,449
+10,206
| +9% | +$442K | 1.05% | 16 |
|
|
2020
Q4 | $4.75M | Buy |
113,243
+3,573
| +3% | +$150K | 0.87% | 16 |
|
|
2020
Q3 | $3.91M | Buy |
109,670
+14,204
| +15% | +$506K | 0.81% | 17 |
|
|
2020
Q2 | $3.06M | Buy |
95,466
+16,267
| +21% | +$522K | 0.68% | 20 |
|
|
2020
Q1 | $2.17M | Sell |
79,199
-3,090
| -4% | -$84.6K | 0.55% | 24 |
|
|
2019
Q4 | $2.96M | Buy |
82,289
+10,309
| +14% | +$370K | 0.66% | 24 |
|
|
2019
Q3 | $2.34M | Buy |
71,980
+9,628
| +15% | +$313K | 0.57% | 24 |
|
|
2019
Q2 | $2.12M | Buy |
62,352
+159
| +0.3% | +$5.41K | 0.56% | 24 |
|
|
2019
Q1 | $2.12M | Sell |
62,193
-3,545
| -5% | -$121K | 0.58% | 24 |
|
|
2018
Q4 | $2.02M | Buy |
65,738
+4,548
| +7% | +$139K | 0.62% | 24 |
|
|
2018
Q3 | $2.04M | Sell |
61,190
-33,753
| -36% | -$1.13M | 0.69% | 24 |
|
|
2018
Q2 | $4.51M | Buy |
94,943
+63,789
| +205% | +$3.03M | 1.77% | 11 |
|
|
2018
Q1 | $2.36M | Buy |
31,154
+6,017
| +24% | +$456K | 0.96% | 17 |
|
|
2017
Q4 | $1.86K | Buy |
25,137
+1,186
| +5% | +$88 | 0.56% | 17 |
|
|
2017
Q3 | $1.66M | Buy |
23,951
+6,854
| +40% | +$476K | 0.81% | 15 |
|
|
2017
Q2 | $1.1M | Buy |
17,097
+8,950
| +110% | +$575K | 0.62% | 14 |
|
|
2017
Q1 | $499K | Buy |
8,147
+5,317
| +188% | +$326K | 0.31% | 21 |
|
|
2016
Q4 | $154K | Buy |
+2,830
| New | +$154K | 0.1% | 24 |
|