LRWA
Long Run Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Sell |
37,389
-2,279
| -6% | -$308K | 1.06% | 26 |
|
|
2025
Q1 | $4.84M | Buy |
39,668
+15
| +0% | +$1.83K | 1.1% | 26 |
|
|
2024
Q4 | $5.11M | Sell |
39,653
-2,468
| -6% | -$318K | 1.22% | 21 |
|
|
2024
Q3 | $5.31M | Sell |
42,121
-481
| -1% | -$60.7K | 1.25% | 21 |
|
|
2024
Q2 | $5.08M | Sell |
42,602
-9,533
| -18% | -$1.14M | 1.29% | 20 |
|
|
2024
Q1 | $5.99M | Sell |
52,135
-1,833
| -3% | -$211K | 1.58% | 16 |
|
|
2023
Q4 | $5.66M | Sell |
53,968
-2,733
| -5% | -$287K | 1.64% | 14 |
|
|
2023
Q3 | $5.32M | Sell |
56,701
-3,633
| -6% | -$341K | 1.73% | 15 |
|
|
2023
Q2 | $5.88M | Sell |
60,334
-1,831
| -3% | -$178K | 1.88% | 15 |
|
|
2023
Q1 | $5.62M | Sell |
62,165
-717
| -1% | -$64.9K | 1.91% | 15 |
|
|
2022
Q4 | $5.33M | Buy |
62,882
+7,733
| +14% | +$655K | 1.92% | 14 |
|
|
2022
Q3 | $4.38M | Buy |
55,149
+1,135
| +2% | +$90.1K | 1.73% | 18 |
|
|
2022
Q2 | $4.53M | Buy |
54,014
+3,303
| +7% | +$277K | 1.76% | 17 |
|
|
2022
Q1 | $5.14M | Buy |
50,711
+1,809
| +4% | +$183K | 1.8% | 17 |
|
|
2021
Q4 | $5.28M | Buy |
+48,902
| New | +$5.28M | 1.83% | 15 |
|