LRWA
Long Run Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
10,460
-340
| -3% | -$13.3K | 0.09% | 79 |
|
|
2025
Q1 | $377K | Sell |
10,800
-1,522
| -12% | -$53.2K | 0.09% | 81 |
|
|
2024
Q4 | $411K | Buy |
12,322
+52
| +0.4% | +$1.74K | 0.1% | 78 |
|
|
2024
Q3 | $447K | Buy |
12,270
+283
| +2% | +$10.3K | 0.11% | 76 |
|
|
2024
Q2 | $402K | Sell |
11,987
-1,058
| -8% | -$35.5K | 0.1% | 76 |
|
|
2024
Q1 | $420K | Sell |
13,045
-115
| -0.9% | -$3.71K | 0.11% | 76 |
|
|
2023
Q4 | $422K | Sell |
13,160
-347
| -3% | -$11.1K | 0.12% | 71 |
|
|
2023
Q3 | $409K | Sell |
13,507
-560
| -4% | -$17K | 0.13% | 69 |
|
|
2023
Q2 | $445K | Sell |
14,067
-337
| -2% | -$10.7K | 0.14% | 73 |
|
|
2023
Q1 | $453K | Sell |
14,404
-6,749
| -32% | -$212K | 0.15% | 73 |
|
|
2022
Q4 | $636K | Buy |
21,153
+3,507
| +20% | +$105K | 0.23% | 74 |
|
|
2022
Q3 | $488K | Buy |
17,646
+1,946
| +12% | +$53.8K | 0.19% | 74 |
|
|
2022
Q2 | $507K | Buy |
15,700
+1,333
| +9% | +$43K | 0.2% | 71 |
|
|
2022
Q1 | $530K | Buy |
14,367
+1,429
| +11% | +$52.7K | 0.19% | 74 |
|
|
2021
Q4 | $513K | Buy |
+12,938
| New | +$513K | 0.18% | 77 |
|