Live Oak Investment Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
4,340
-1,699
| -28% | -$230K | 0.45% | 53 |
|
|
2025
Q1 | $736K | Buy |
+6,039
| New | +$736K | 0.58% | 48 |
|
|
2024
Q4 | – | Hold |
0
| – | -$762K | – | 44 |
|
|
2024
Q3 | – | Hold |
0
| – | -$730K | – | 45 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 45 |
|
|
2023
Q4 | – | Hold |
0
| – | -$575K | – | 48 |
|
|
2023
Q3 | – | Hold |
0
| – | -$345K | – | 54 |
|
|
2023
Q2 | – | Hold |
0
| – | -$320K | – | 71 |
|
|
2023
Q1 | – | Hold |
0
| – | -$300K | – | 74 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 78 |
|