Live Oak Investment Partners’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
2025
Q3
$827K Buy
2025
Q2
$587K Sell
2025
Q1
$736K Buy
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold