LRWA
Long Run Wealth Advisors’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 | $2.01M | Sell |
22,512
-422
| -2% | -$37.7K | 0.42% | 44 |
|
|
2025
Q1 | $1.87M | Sell |
22,934
-4,199
| -15% | -$343K | 0.42% | 45 |
|
|
2024
Q4 | $2.07M | Buy |
27,133
+1,742
| +7% | +$133K | 0.5% | 45 |
|
|
2024
Q3 | $2.14M | Buy |
25,391
+817
| +3% | +$68.8K | 0.5% | 45 |
|
|
2024
Q2 | $1.94M | Sell |
24,574
-3,306
| -12% | -$260K | 0.49% | 44 |
|
|
2024
Q1 | $2.23M | Sell |
27,880
-475
| -2% | -$38K | 0.59% | 41 |
|
|
2023
Q4 | $2.14M | Sell |
28,355
-832
| -3% | -$62.8K | 0.62% | 41 |
|
|
2023
Q3 | $2.02M | Sell |
29,187
-1,719
| -6% | -$119K | 0.65% | 41 |
|
|
2023
Q2 | $2.25M | Sell |
30,906
-780
| -2% | -$56.9K | 0.72% | 42 |
|
|
2023
Q1 | $2.28M | Sell |
31,686
-132
| -0.4% | -$9.48K | 0.77% | 37 |
|
|
2022
Q4 | $2.09M | Buy |
31,818
+2,098
| +7% | +$138K | 0.75% | 35 |
|
|
2022
Q3 | $1.67M | Buy |
29,720
+2,338
| +9% | +$131K | 0.66% | 41 |
|
|
2022
Q2 | $1.72M | Buy |
27,382
+2,827
| +12% | +$177K | 0.67% | 39 |
|
|
2022
Q1 | $1.81M | Buy |
24,555
+997
| +4% | +$73.5K | 0.63% | 40 |
|
|
2021
Q4 | $1.87M | Buy |
+23,558
| New | +$1.87M | 0.65% | 39 |
|