LGWM
Litman Gregory Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
3,424
+231
| +7% | +$31.3K | 0.04% | 95 |
|
|
2025
Q1 | $389K | Buy |
3,193
+95
| +3% | +$11.6K | 0.03% | 103 |
|
|
2024
Q4 | $399K | Buy |
3,098
+70
| +2% | +$9.02K | 0.03% | 96 |
|
|
2024
Q3 | $382K | Buy |
3,028
+35
| +1% | +$4.42K | 0.03% | 104 |
|
|
2024
Q2 | $357K | Sell |
2,993
-467
| -13% | -$55.7K | 0.03% | 104 |
|
|
2024
Q1 | $398K | Buy |
3,460
+63
| +2% | +$7.24K | 0.04% | 99 |
|
|
2023
Q4 | $356K | Sell |
3,397
-236
| -6% | -$24.8K | 0.03% | 100 |
|
|
2023
Q3 | $341K | Hold |
3,633
| – | – | 0.04% | 99 |
|
|
2023
Q2 | $354K | Buy |
+3,633
| New | +$354K | 0.04% | 66 |
|
|
2023
Q1 | – | Sell |
-3,548
| Closed | -$301K | – | 54 |
|
|
2022
Q4 | $301K | Hold |
3,548
| – | – | 0.04% | 68 |
|
|
2022
Q3 | $282K | Hold |
3,548
| – | – | 0.05% | 63 |
|
|
2022
Q2 | $298K | Buy |
+3,548
| New | +$298K | 0.04% | 76 |
|