LPAM
Lodestar Private Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
3,400
| – | – | 0.04% | 187 |
|
|
2025
Q1 | $278K | Hold |
3,400
| – | – | 0.03% | 186 |
|
|
2024
Q4 | $259K | Hold |
3,400
| – | – | 0.03% | 190 |
|
|
2024
Q3 | $286K | Buy |
3,400
+300
| +10% | +$25.3K | 0.04% | 183 |
|
|
2024
Q2 | $244K | Hold |
3,100
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $248K | Hold |
3,100
| – | – | 0.04% | 192 |
|
|
2023
Q4 | $234K | Sell |
3,100
-150
| -5% | -$11.3K | 0.04% | 187 |
|
|
2023
Q3 | $225K | Sell |
3,250
-125
| -4% | -$8.64K | 0.04% | 180 |
|
|
2023
Q2 | $246K | Hold |
3,375
| – | – | 0.04% | 174 |
|
|
2023
Q1 | $242K | Hold |
3,375
| – | – | 0.04% | 175 |
|
|
2022
Q4 | $222K | Buy |
+3,375
| New | +$222K | 0.04% | 183 |
|